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A customer comment from the sidebar: "VeriPlan's financial projection graphics simply lay out what the future might hold for my family. Also, VeriPlan is a very fast and automated financial investment calculator that allows me to change anything and to test alternate investment decisions rapidly. Its integrated documentation explains clearly how it works, and it also includes a wealth of well-researched personal finance and investment information that has been very helpful." T. F. in Muncie, IN
Find Home Financial Planning Software
A customer comment from the sidebar: "I do most of my own financial modeling, and I like the way VeriPlan generates “what if” scenarios that I like to compare, such as possibly buying a rental property, selling my house and renting, moving social security retirement age payment timing, and pulling out IRA money after taxes. Plus, I like VeriPlan for its automated projection of detailed investment costs. Thanks for making a great product." K. W. in Naperville, IL
Discover Family Financial Planning Software
A customer comment from the sidebar: "I am 10 years out from retirement, and I needed to start thinking more seriously about having enough to retire on. I'm following the suggestions of you and others in opting for more hands-on retirement planning. I am also using lower cost index investing. There are too many wealth management companies out there, all ready to charge an arm and leg for what should be straightforward financial planning work." G. B. in Smith Mountain Lake, VA
Financial Planning Software for Individuals
A customer comment from the sidebar: "I am thankful for your product and am seeking to integrate it into more of my work over time. I appreciate its honesty and the fact that it ties one's entire financial life together in ways I have not seen with other software." R. J. in Raleigh, NC
The Best DIY Retirement Planning Software
A customer comment from the sidebar: "I have enjoyed exploring the VeriPlan software since my purchase about a month ago. Given the potential intricacies of each user's personal facts and circumstances, your tab-by-tab instructions are extremely clear." D. F. in Armonk, NY
Financial Planning Software for Consumers
A customer comment from the sidebar: "Larry, Hello again! I've continued to work with VeriPlan, and the more I work with it the more I'm amazed at how much it does. It's an incredible decision support tool for my financial planning. Since I have already built a model of my lifetime finances, it is easy to test new ideas as they come to me. Thanks again." M. W. R. in Austin, TX
Family Financial Planning Software
A customer comment from the sidebar: "I first learned about the zero federal taxes on long term capital gains when under the 25% marginal income tax rate from working with VeriPlan a number of years ago. I’m no longer working but not yet receiving RMD’s or social security so my ordinary income is relatively low. So I’ve been taking full advantage of zero federal capital gains taxes by selling off my high expense ratio mutual funds which have a lot of capital gains built in since I’ve held them a long time and then I reinvest them in index mutual funds which don’t generate as much capital gains distributions. So the education that you and VeriPlan provide has saved me thousands in taxes, not to mention the expenses on high cost mutual funds. Thanks again." M. D. in El Paso, TX
Family Financial Planning Software for Consumers
A customer comment from the sidebar: "Veriplan is absolutely the best. I think I OCD a bit on differing scenarios, timing on selling property and assets, return on investment, taxation, timing on taking Social Security, taking Survivor Benefits or not on our pensions, etc. Bottom line is we are retired and in excellent position financially. Thanks." T. D. in Omaha, NE
Family Financial Planning Software for Home Use
A customer comment from the sidebar: "I find the program to be very detailed and robust. I can't imagine the hours you must have put in. I started to put a lot of data into it and added some more in the past week. I want a detailed picture of our situation vis a vis Roth conversions now that we are retired. I am getting very involved in my retirement tax planning, and VeriPlan is the tool that I need." R. L. in Wales, WI
Personal Financial Planning and Retirement Software
A customer comment from the sidebar: "I have been reading many of your articles on investing and retirement planning. I will be spending the next few weeks reading your articles and the VeriPlan user manual. I wish I had this information 20 years ago. I started forwarding many of your articles to my son as he gets started with his career and starts investing." N. G. in Colorado Springs, CO
Financial Planning and Retirement Software for Home Use
A customer comment from the sidebar: "I'm nearing retirement, and finally receiving some significant financial payoffs from a career of risk and entrepreneurial endeavors. It's time to get my arms around my finances. VeriPlan is just the kind of product I was looking for." S. A. in Seattle, WA
Family Financial Planning and Retirement Software
A customer comment from the sidebar: "Anybody who wants a low cost family financial and retirement plan can get a great deal of value out of VeriPlan. Since VeriPlan is self-learning and fully changeable, I also really like not having to pay for updates or a support contract." L. E. in Syracuse, NY
The Best Financial Planning and Retirement Software
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