ESPlanner Financial Planning Tools
Traditional financial planning asks you to do all the hard work. It makes you set your own saving and life insurance targets. This puts you at risk. Set your targets too low, and you’ll under save and under insure. Set them too high, and you’ll over save and over insure.
Economic Security Planner (ESPlanner™), developed by Boston University Professor Laurence Kotlikoff and other leading economists, finds the right targets. It calculates your family’s highest sustainable living standard and the amounts you need to save and insure to maintain that living standard through time.
If you are a Boston University employee you have two versions of ESPlanner available for FREE:
- ESPlannerBASIC – NEW - a simplified on-line version of this lifetime, financial planning software. To learn more about ESPlannerBASIC, click here and enter your BU username and Kerberos password. You will press the LOGIN button on the ESPlannerBASIC website. Once you create your personal account, you can return to it whenever you wish. Your information will be kept secure and confidential. Watch their video.
-  ESPlannerPLUS – a detailed downloadable version of the software. Read more.