Reviews written by WealthMan

28 results - showing 1 - 25  
 
 
WealthManWealthMan   September 20, 2012
(Updated: September 20, 2012)
5.0
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Poor Average Excellent

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WealthManWealthMan   December 08, 2011
(Updated: December 08, 2011)
3.0
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WealthManWealthMan   October 20, 2011
(Updated: October 20, 2011)
4.0
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WealthManWealthMan   April 28, 2011
(Updated: April 28, 2011)
3.0
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WealthManWealthMan   March 24, 2011
(Updated: March 24, 2011)
4.0
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WealthManWealthMan   February 17, 2011
(Updated: February 17, 2011)
4.0
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WealthManWealthMan   February 10, 2011
(Updated: February 10, 2011)
1.0
Average Attendee Rating
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Ron Surz talks about this like it is groundbreaking work. I have been practicing as he suggests for 20 years!

WealthManWealthMan   February 03, 2011
(Updated: February 03, 2011)
4.0
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WealthManWealthMan   January 20, 2011
(Updated: January 20, 2011)
4.0
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WealthManWealthMan   January 13, 2011
(Updated: January 13, 2011)
4.0
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WealthManWealthMan   December 16, 2010
(Updated: December 16, 2010)
5.0
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WealthManWealthMan   December 02, 2010
(Updated: December 02, 2010)
5.0
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WealthManWealthMan   October 21, 2010
(Updated: October 21, 2010)
4.0
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WealthManWealthMan   October 07, 2010
(Updated: October 07, 2010)
3.0
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Financial Planning
WealthManWealthMan   September 15, 2010
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
2.0

Excellent, intuitive goal-focused program that is always getting better.

An excellent financial planning program for the money, which also benefits from helpful support.

WealthManWealthMan   July 29, 2010
(Updated: July 29, 2010)
4.0
Average Attendee Rating
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WealthManWealthMan   July 08, 2010
(Updated: July 08, 2010)
4.0
Average Attendee Rating
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WealthManWealthMan   April 14, 2010
(Updated: April 14, 2010)
4.0
Average Attendee Rating
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WealthManWealthMan   March 25, 2010
(Updated: March 25, 2010)
4.0
Average Attendee Rating
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WealthManWealthMan   February 25, 2010
(Updated: February 25, 2010)
4.0
Average Attendee Rating
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WealthManWealthMan   February 04, 2010
(Updated: February 04, 2010)
4.0
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WealthManWealthMan   January 28, 2010
(Updated: January 28, 2010)
4.0
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WealthManWealthMan   December 10, 2009
(Updated: December 10, 2009)
5.0
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WealthManWealthMan   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
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WealthManWealthMan   October 15, 2009
(Updated: October 15, 2009)
4.0
Average Attendee Rating
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28 results - showing 1 - 25