I appreciate the flexibility of this tool. It quickly gives me a picture of our future finances by easily entering key information. When I want to do some detailed modeling, the tool allows a more comprehensive view by supporting stress tests (down markets) or estimated large “1-Time” expenditures, things I have not found in other calculators. I can now test any “What If” scenario I need. I think this tool is straight forward and worth the price.
— Mike B, Houston, TX
I found this tool to be very easy to use. It takes into consideration all of the pertinent factors and does all of the legwork for you. I love that it factors in what state you live in and allows you to decide when you plan to take social security, since these things matter. Then, it gives you a clear, concise answer to the question we are all asking “How long will my money last”. No more guessing. The Relax retirement planner is well worth the money, as I can plan my financial life with much more accuracy than ever before.
— Philip B, Marietta, GA
With the help of the Relax retirement program, I have a better understanding of the financial risks I face. I could never have factored in (nor even thought of) the many features of this product, like the impact of beginning social security early. Or whether I should accelerate or delay my pension, the impact of taxes, etc. This product is a great comfort to me as I look out into the future.
— Mark B, Pinehurst, NC
As a person in my early 60’s, I had tons of financial questions regarding retirement. This software tells me exactly what I need to know. Plus, the ability to instantly see what a change in one assumption means to my savings is great. It helps me plan for the future. Well worth the money! The manual is easy to understand with lots of images.
— Bob R., Atlanta, GA
I am 60 yrs old, and was wondering if I could quit working in 2 years given my amount of savings and spending. I have tried other calculators that supposedly answered the questions but they were cumbersome, and not very complete. This planner is plug and play—just enter your data. I can change the assumptions and see the impact on my savings — in color. This helps with long term planning better than any other calculator I have tried.
— Kevin Marra, Hilton Head, SC