Reviews written by CUBICFL

29 results - showing 1 - 25  
 
 
CUBICFLCUBICFL   April 29, 2020
Rating 
 
 
10.0

Great material, enjoying using the Updated 35 Lifestyles software. Thanks!

CUBICFLCUBICFL   April 01, 2020
Rating 
 
 
10.0

Great Insight and Clarity

CUBICFLCUBICFL   March 25, 2020
Rating 
 
 
10.0

Great presentation! The Updated software is easy to use with clients. Thanks!

CUBICFLCUBICFL   February 19, 2020
Rating 
 
 
10.0

Great review of Updated Software, Thanks!

CUBICFLCUBICFL   February 10, 2020
Rating 
 
 
3.0

Good info

CUBICFLCUBICFL   February 10, 2020
Rating 
 
 
10.0

Great Update!

CUBICFLCUBICFL   January 29, 2020
Rating 
 
 
5.0

Excellent info! Nice updates

CUBICFLCUBICFL   January 22, 2020
Rating 
 
 
3.0

Good info

CUBICFLCUBICFL   January 13, 2020
Rating 
 
 
10.0

Excellent Info as always!

CUBICFLCUBICFL   January 08, 2020
Rating 
 
 
5.0

Excellent broad overview of the Tax changes, Easy to understand

CUBICFLCUBICFL   December 18, 2019
Rating 
 
 
5.0

Nice update to the software, looks easier to use. Appreciate being able to change expected returns!

CUBICFLCUBICFL   December 09, 2019
Rating 
 
 
5.0

Great info, appreciate the updated figures

CUBICFLCUBICFL   December 04, 2019
Rating 
 
 
5.0

Great presentation, Bob always makes it clear

CUBICFLCUBICFL   November 11, 2019
Rating 
 
 
5.0

Very Good

CUBICFLCUBICFL   October 16, 2019
Rating 
 
 
5.0

A lot of info, maybe a bit too fast

CUBICFLCUBICFL   September 25, 2019
Rating 
 
 
5.0

Good detail as always, maybe some tweaks needed but overall good program

CUBICFLCUBICFL   September 09, 2019
Rating 
 
 
5.0

Good info as usual

CUBICFLCUBICFL   August 28, 2019
Rating 
 
 
5.0

Good presentation, as a former DFA advisor MPT, I prefer not to use 30-50 year returns. IMO the world is now Global and what happened in the past was different....

CUBICFLCUBICFL   August 19, 2019
Rating 
 
 
5.0

Very good, is it possible to have a flow chart of the various trusts or is there a resource

CUBICFLCUBICFL   July 24, 2019
Rating 
 
 
5.0

Good info with a lot of detail

CUBICFLCUBICFL   July 08, 2019
Rating 
 
 
5.0

Very good, easy to understand and follow

CUBICFLCUBICFL   June 26, 2019
Rating 
 
 
4.0

Maybe a bit more detail, I felt Bob jumped around some things maybe for time sake

29 results - showing 1 - 25