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  • Our Case Studies
    These case studies show you ways to raise, smooth, and protect your living standard and how to price life-style decisions in terms of your living-standard.
  • Academic Research
    Dr. Laurence Kotlikoff and other economists have been researching personal financial behavior throughout their academic careers.
  • In the National Press
    Dr. Laurence Kotlikoff and other economists have been researching personal financial behavior throughout their academic careers.
  • Press by Kotlikoff
    Prof. Kotlikoff has been featured extensively in top financial publications and on prominent financial websites.
  • Spend Til the End, by Laurence Kotlikoff and Scott Burns
    Easy to read, this book is packed with practical and often shocking advice on whether to work, how to pick a career, which job to take, where to live, what sort of house to buy, how much to save, when to retire, which kind of retirement account to use, and more . . .
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Listen to a replay of the June 3, 2011 session: Social Security--What Every Financial Advisor Must Know.
This replay is made available for informational purposes only and is not for Continuing Education Credit (CE).

This session featured Social Security experts Laurence J. Kotlikoff and Kurt Czarnowski who addressed the following topics:

  • The best time for your client to file for their benefits
  • Optimizing spousal and survivor benefits with "File and Suspend"
  • What every divorced client should know
  • How a reverse mortgage may be part of an effective Social Security deferral strategy

MetLife webinar featuring Laurence Kotlikoff and Kurt Czarnowski


ESPlanner displays its reports in both Excel and PDF format. View sample report

Or view a few screen shots in ESPlanner at a Glance.