Retirement Planning Software - Program Screenshots

 

About Our Products

Functions in All Versions

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Ret. Income Thumbnail   Main Screen - Retirement Savings Graph: View accumulating savings and investments up to start of retirement as well as during retirement when it typically is spent down.  
Ret. Income Thumbnail   Main Screen - Retirement Income Graph - most powerful view; see whether various income sources and investments can provide enough retirement income each year to meet your income needs. Red means you have "run out of money".  
  Main Screen - Retirement Spreadsheet - view the detailed year-by-year numbers in an easy-to-read spreadsheet style grid.  
  Add Unlimited Investments - add unlimited number of investments. You enter the Description, Value, Estimated Returns, and Tax Type. Software will then calculate totals and blended returns for each type of investment.  
  Add Various Retirement Cash Infusions - add unlimited cash infusions including things like part-time job, retirement severance, sell or downsize your home, deferred compensation, rental property income, spouse continues working, multiple pensions or other defined benefits, annuity payments, inheritances, sale of business, etc. You can enter anything you want as the description and control when the expense is added to the calculations.  
  Add Various Special Expenses - add unlimited special expenses above and beyond your inflated retirement income needs goal including things like 72t payments, college funding, long term care costs, long term care insurance, medical costs, buy an RV, big travel or vacations, purchase of beach home, etc. You can enter anything you want as the description and control when the expense is added to the calculations.  
  Paycheck Tax Savings Tool - model the affect on a paycheck of tax deferred savings and see how Uncle Sam will pick up part of the tab of your retirement savings  
  Goal Savings Tool - a simple tool to calculate what it takes to save for a specific goal in the future  
  Understandable Printed Reports - here is a sample printed report formatted as a PDF document pdf  

 

Couples Version Additions to include your Spouse

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Ret. Income Thumbnail  

Input Spouse Data Separately on Main Screen:
Enter Spouse Data

 
Ret. Income Thumbnail  

Added Spouse Columns on Spreadsheet:
Spreadsheet

 
Printed report  

Added Info on Printed Report:
Printed Report with Spouse Data pdf

 

Professional Version Additions

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Ret. Income Thumbnail   Input Spouse Data Separately:
Enter Client Contact Info - Enter Spouse Data - Spreadsheet
 
Ret. Income Thumbnail  

Create and Save Unlimited Retirement Plans:
Enter Client Contact Info - Save Client Plans

 

Ret. Income Thumbnail

  Marketing - Branded Splash Screen:
Enter Your Own Contact Info - Enter a Marketing Message
User Sees Your Contact Info
 
Printed report   Marketing - Branding on Printed Reports  
Printed report   Another Printed Report Sample - 72t Payments
Special Expenses including 72t payments pdf
 
Printed report  

Another Printed Report Sample - LTC Claim Wipes out Investments
Long Term Care Claim Effect on Retirement pdf

 
Ret. Income Thumbnail  

Marketing - Links to your Website:
Enter Website address - Link from Splash - Link on Exit

 

 

 

"I downloaded and tried a lot of other programs on the Internet, but they were confusing and cumbersome. I was turned off before I had barely started. The visual nature of [Retirement Savings Planner] draws you in because it is a lot easier to understand. It's not complicated and cumbersome like the other software programs I tried."

- Geoffrey Smith

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"I think this software is awesome. There's no way a person can accurately predict, much less visualize, what their retirement savings and expenses will be without a tool like this. Seriously, high schools should teach a personal finance class using your product."

- Jerry Gipson, July 24, 2008

"I've had the program for several years...It's a great piece of software. I am as pleased with the customer service as I am with the software."

- Richard Joesting, June 3, 2008

"Love the program. I recommend it to friends frequently."

- Frank Bastien, April 12, 2008

 

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Benefits for Members Of...

AICPA American Institute of Certified Public Accountants
AIFA Association of Independent Financial Advisers
CFP® Certified Financial Planner
SCRFA Society of Certified Retirement Financial Advisors
CSA Society of Certified Senior Advisors
FPA Financial Planning Association
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If you tried or heard of:

Quicken®
Quicken® Financial Planner (discontinued)
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Fidelity® Retirement Planner

Then try our Retirement Savings Planner, Personal or Couples Edition

If you tried or heard of:

BetaVest™ Case Management System
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Money Guide Software
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Brentmark Software RetireNow™
Naviplan Financial Planning Software
Harvest Time Harvest-Time HarvestTime HarvestTime.net
Still River RetirementWorks®
Financeware
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Financial Engines

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If you are a member of or heard of:

AARP®
American Association of Retired Persons
SSA Social Security Administration
NAIC National Association of Investors Corporation
AAA American Automobile Association
1000 Churches Connected

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Do you read or have you heard of:

Bloomberg.com Personal Finance
BusinessWeek Magazine
Forbes Magazine
Fortune Magazine
Investors Business Daily
Kiplinger's Personal Finance
Kiplinger's Retirement Report
Money Magazine
SmartMoney Magazine
Wall Street Journal
Where to Retire Magazine

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If you are a member of or heard of:

AALTCI American Association for Long-Term Care Insurance
AICPA American Institute of Certified Public Accountants
AIFA Association of Independent Financial Advisers
CFP® Certified Financial Planner
SCRFA Society of Certified Retirement Financial Advisors
CSA Society of Certified Senior Advisors
FPA Financial Planning Association
IARFC International Association of Registered Financial Consultants and Registered Financial Consultant RFC designation
IMCA Investment Management Consultants Association
InFRE International Foundation for Retirement Education
MDRT Million Dollar Round Table
NAFCU National Association of Federal Credit Unions
NAIFA National Association of Insurance and Financial Advisors
NAILBA National Association of Life Brokerage Agencies
NAPFA National Association of personal Financial Advisors
SFSP Society of Financial Service Professionals
SHRM Society of Human Resources Professionals
SMA Senior Market Advisor
SIAA Strategic Independent Agents Alliance

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Do you read or have you heard of:

401kHelpCenter.com
401kWire.com
Advising Boomers: The Financial and Lifestyle Resource for Trusted Advisors
Agent's Sales Journal: The How-To Resource for Insurance Producers
American Agent & Broker Magazine: The Publication for Insurance Agency Success
Barron's
BusinessWeek
CPA Technology Advisor
Financial Advisor Magazine
Financial planning Magazine
Fortune Magazine
InvestmentNews.com
Insurance Marketing Magazine
Investors Business Daily
Journal of Financial Planning: Expanding the Body of Knowledge in the Financial Planning Profession
Life & Health Magazine
Life Insurance Selling Magazine: The Magazine for Top Life, Health and Financial Services Producers
National Underwriter
Senior Market Advisor Magazine
LTC e-Wire Newsletter: LTCi related tips and info.
Registered Rep Magazine:The Source for Investment Professionals
TechDecisions Magazine: Inspiring Insurance IT Leadership
Ticker Financial Magazine
Trusts & Estates Magazine
Wall Street & Technology Magazine

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