
Sorry, but not sure I see the value in this. Motto is based on a Warren Buffet quote, and anyone who can spell Excel can do this themselves. How does it help you "manage your investments wisely" as another review said, when all it shows it potential growth from a starting balance and contributions?
Report
1 view

Can be very useful, but it is over-crowded with Chinese knock-offs. Look up a brand name? Good luck finding it in the thousands of copy cats. Search feature pulls up what it wants, not what was specifically requested. Can this not be regulated (by Amazon) any better?
Has become very frustrating to use.
What needs improvement
overcrowded with knock-offs (2)counterfeit products (6)
Report
2 views
One of the best things about this is that they show you the entire planner on the website so that you can decide if it's the right tool for you before purchasing. No surprises. You're already familiar with it before starting! Very easy to enter data and the results show income, taxes, expenses, and needed withdrawals year by year. Try different S.S. claiming ages and investment return %'s to find what is right for you, and you're done. Valuable, detailed information, all laid out logically. Great Planning tool - and excellent customer service!
Report




