(DALLAS-FT. WORTH, TX – DFW Retirement Planners News) Retirement calculators make planning for retirement easy, right? You find one on the web, plug in 4 or 5 numbers, hit ‘calculate’ and you’re done! According to DFW Retirement Planners VP Britni Levensailor, not all retirement calculators are to be trusted. Levensailor, host of DFW Retirement Radio, was commenting on this issue on her weekly financial planning radio program on 820 WBAP Radio in Dallas-Ft. Worth.
“Good Logic Vs. Bad Logic”
“The problem with most financial calculators,” Levensailor stated, “is that they are very broad stroke and don’t offer much real detail or granularity. At our firm, we use a proprietary software that offers a much deeper view of a person’s life in retirement.” The difference, she says, is the ability to recognize both headwinds and opportunities. She continued, “When you’re planning for retirement, anticipating challenges that will occur in the future is essential. Our software gives our clients the opportunity to look at multiple scenarios in their lives ahead of time. Important factors such as taxes, healthcare costs and estate planning are baked into our software. We call it ‘Good Logic Versus Bad Logic.’”
Alan Maples, financial planner and estate planning attorney from DFW Retirement Planners, says the software is offering new perspective to the firm’s clients. He added, “I’ve been working in estate planning law for several decades and this is the most robust software I’ve ever seen. With one client recently, the software uncovered a scenario that allowed them to nearly double their nest egg just by being very strategic regarding when they drew money from specific accounts.”
To learn more about DFW Retirement Planners “Good Logic Versus Bad Logic” planning software, listen to DFW Retirement Radio, Saturdays 2-3 PM on 820 WBAP Radio. To listen live, click here. DFW Retirement Planners offers a complimentary initial consultation in their Dallas or Ft. Worth offices. To learn more, click here or call 888-774-4492 (888-7-Piggy Bank) for more information.Share ...