features-page

Comprehensive and complete ..

What has impressed me the most is how comprehensive and complete this software is, especially when compared to the virtually worthless “free” calculators that I have tried. The free ones just take a couple of inputs and spit out a number. The level of detail on this planner is quite high, which makes it a complete planner, but it is still very intuitive and easy to use. I am very pleased with the product and highly recommend it to anyone interested in planning their retirement needs.

— Tom Maguire, Seattle, WA

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It provides a complete and accurate picture... this is the one you want

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Since the Relax Planner takes into account more financial inputs than the other calculators I’ve tried, it provides what I consider to be a more accurate and complete picture of my future finances. In addition, this is the first calculator I’ve seen that has both a Monte Carlo simulation and allows you to enter your own estimate of annual returns. If you are serious about calculating your future financial condition, this is one you want.

— Gregg W, Montgomery, AL

The planner gives clear, concise answers to my questions

What I found [while using Relax retirement calculator] were clear, concise answers to my questions—a yearly portfolio roadmap, if you will, predicated on myriad variables (e.g., income fluctuation, inflation, portfolio volatility and returns). Plus, it highlights the important effects of taxes as well as recurring and extraneous expenses on long-term portfolio performance—a big wake up call to me! I highly recommend the Relax Retirement Planner for anyone, regardless of age

— Mitch, Nashville, TN

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Easy to use even if you know nothing about finances

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I am a divorced female in my late 50s. I know very little about finances, and I needed an inexpensive way to help me determine my financial future. I was pleasantly surprised that the program does so much with the click of a button, and the charts and reports look great. Most importantly, since I know virtually nothing about finances, the program was easy to use. Even when I was stumped, the “help” button explained everything.

— Resa C., Clearwater, FL

A great tool

I have tried to find affordable programs that would assist me in determining the answer to this nagging question but they always seemed cumbersome, expensive and geared towards financial professionals. This planner allowed me to take my financial information and projections, plug it into the data fields and get accurate information to not only see where I stand, but also contemplate any adjustments that may be needed to my retirement contributions or even my current lifestyle. This is a great tool.

— Jeff R, Oklahoma City, OK