Reviews written by johnn847

I think Bob has given the same presentation 2 or 3 times. So much seemed repetitive.

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I liked it - good descriptions of plans and how they are different. Little too much %s and trends that aren't very useful in providing advice to clients....

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Looking forward to the new G3 updates that include Social Security benefit planning and withdrawal rate calculations.

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Wow - great info. So much that sometimes I need to breath and miss something.

I have heard quite a bit of the same information in the past. I wish there was something about AMT, charitable planning (IRA), and other ways to positively impact...

Pointing out the positive attributes of the economy and the innaccuracies of wall street forecasts.

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Maybe it is compliance, but it just seemed kind of dry and straight off the presentation.

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