The enhanced the right-hand side of My Plan provides more contextualized insights, charts, and Financial Wellness Metrics that directly relate to the section you’re viewing. These updates are designed to give you a clearer, more actionable view of your financial picture.
Global Summary Component
Across all sections of My Plan, you’ll always see key metrics including:
Your Chance of Success
Net Worth at Longevity
Lifetime Taxes Paid
These metrics give you a consistent, high-level view of your plan no matter where you are in the tool.
Real-Time Updates
Your metrics update as you make changes to your plan. Every time you adjust an input—like income, expenses, or investments—you’ll see a “Plan Updated” indicator confirming that your changes have been reflected in real time.
Section-Specific Insights
Each section of My Plan now includes multiple items tailored to the content you’re working on, such as:
Financial Wellness Metrics
Insights
Charts
This ensures you see that your experience is personalized and have immediate access to the most relevant information for the decisions at hand.
Guided Understanding
Contextualized content helps you understand how your inputs affect your overall financial picture. By linking metrics and charts directly to the actions you take, you can explore “what-if” scenarios and see the impact of your decisions more clearly.
Pro Tip: Always check the right-hand panel as you update your plan—it provides insightful, real-time feedback to help you make informed choices.