1. Toggle among mini-charts in My Plan
A variety of items in your plan may change with every update. View the mini-charts on the right side of each page to track the impact of your changes.
2. See how your plan changes with every update in My Plan
Every time you change your plan, the plan improvement meter will tell you how it impacted your plan. Try making changes to your plan, such as lowering your expense budget, and see changes to your our of savings age, projected estate value and lifetime taxes.
3. See if a new coach alert is triggered
Planner Coach instantly identifies particular problems and opportunities for your retirement plan. It is like a financial advisor looked over your plan and made suggestions just for you and your future financial security! (Only available to PlannerPlus members)
