Reviews written by susanh608

3 results - showing 1 - 3  
 
 
susanh608susanh608   December 16, 2010
(Updated: December 16, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

It was good. Thank you.

Financial Planning
susanh608susanh608   November 01, 2009
Overall rating 
 
 
3.9
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Detailed, cash-flow-based with a lot of options for input data and flexibility of available reports

Overall I've enjoyed working with this product. Flexibility of reports for asset growth, income, expenses, and taxes. Good for those getting close to or in retirement.

susanh608susanh608   October 29, 2009
(Updated: October 29, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

Covered a lot of material I already knew but was good to be reminded anyway.

3 results - showing 1 - 3