Protecting Your Living Standard

ESPlanner helps protect your living standard by

Recommending annual saving amounts
Recommending annual life insurance holdings
Considering future tax hikes
Considering future Social Security benefit cuts
Incorporating growth in Medicare Part B premiums
Carefully accounting for inflation
Providing extremely detailed annual federal and state tax calculations
Incorporating Social Security survivor benefits
Letting you plan for major future health expenditures

ESPlannerPLUS and ESPlannerPRO include Monte Carlo simulations and Upside Investing which

Incorporate your current and future portfolio holdings
Adjust your annual spending in light of your annual portfolio returns
Show you the annual variability of your living standard
Let you build a floor to your living standard and experience upside investment risk
Help you choose safer portfolios

Disclaimer: The suggestions and recommendations provided by Economic Security Planning, Inc.'s software tools and planning services do not constitute financial or investment advice. The creators of Economic Security Planning's software are not certified, registered, authorized, or any other form of financial planners. Economic Security Planning, Inc. is not an investment adviser registered with the U.S. Securities and Exchange Commission or any state securities agency, is not a registered broker-dealer and maintains no other regulatory credentials associated with the management of financial assets. Economic Security Planning, Inc. does not guarantee that the suggestions and recommendations derived from its software tools and planning services will necessarily achieve a secure economic plan. Like any software products, Economic Security Planning, Inc.'s software tools may have errors in its underlying code, and the assumptions about the future that it makes and that users input may prove false. In addition, output from the software tools and planning services may incorporate data obtained from third parties and such data (including any calculations that is based on such data) is provided on an “as is” basis. From time to time the output may contain errors that may be based upon, among other things, human data entry, aggregation and decompilation of data, processing of data through third party calculation engines and other processes that can give rise to errors. The company's financial plans and recommendations, including all of such plans and recommendations provided by its direct planning services, should be viewed as suggestive and informative educational inputs into your financial decision-making. None of our products or services recommend the purchase of specific financial products.

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ESPlanner

Protecting Your Living Standard

ESPlanner helps protect your living standard by

ESPlannerPLUS and ESPlannerPRO include Monte Carlo simulations and Upside Investing which

Your Living Standard

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