ESPlanner is our acclaimed lifetime financial planning tool. It calculates what you should save, spend, and insure to maintain your household’s living standard through time. Whether it’s choosing careers, switching jobs, taking Social Security, managing retirement accounts, downsizing your home, or moving states, ESPlanner can find safe ways to significantly raise your living standard. The $149 first-year cost covers all updates. Thereafter, annual update licenses cost $70. Handles up to four households with unlimited profiles per household. This is a Windows based program. If you can't run Windows on a Mac, please visit MaxiFi Planner to learn about our web-based version of ESPlanner.
Click here for a list of features.
Click here for annual update license ($70).