The detail report provides a breakdown of information contained in the main report. You can see, for example, how what is summarized as “taxes” in the main report really comprises federal, state, and FICA amounts. This report provides a similar detailed breakdown for non-asset income, housing, real estate, retirement accounts, reserve fund, estates, and Social Security benefits.
ESPlanner’s reports are divided into two types: Main Reports and Survivor Reports. The Main Reports assume that you and your spouse/partner (if you are married) live to the maximum ages of life you specify in the Personal Data Folder. The Survivor Reports are provided for married couples only. They show reports for the wife (husband) as a survivor conditional on a pre-specified hypothetical age of death for the husband (wife). When you first click Create Reports, ESPlanner takes these assumed ages of death for survivors to be your and your spouse/partner’s current ages.
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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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