Reviews written by dkinseycfp

3 results - showing 1 - 3  
 
 
Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
Webinars
dkinseycfpdkinseycfp   May 10, 2022
10
Average Attendee Rating
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Excellent presentation, and provided a new way to look at portfolio longevity and withdrawal rates.

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Longevity Of Retirement Portfolios, Class 2 Of The 3-Class Retirement Portfolio Analysis Certificate Course
Webinars
dkinseycfpdkinseycfp   May 03, 2022
10
Average Attendee Rating
Poor Average Excellent

Very interesting and offers a new perspective.

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MoneyGuidePro
Financial Planning
dkinseycfpdkinseycfp   August 12, 2010
Overall rating 
 
 
3.7
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Very satisfied with MoneyGuide Pro

MGP keeps improving the product. I'm pleased with that and the efficiencies it brings to my practice. Also, being web-based makes it very portable and flexible.

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3 results - showing 1 - 3