All Collections
Getting Started
7 Reasons to Upgrade to PlannerPlus
7 Reasons to Upgrade to PlannerPlus

This article outlines features availble with PlannerPlus membership.

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

PlannerPlus allows you to add more detail to your plan, model complex scenarios, and suggest plan optimization ideas. Below are 7 reasons to try PlannerPlus:

1. You control your plan assumptions

PlannerPlus members can edit optimistic and pessimistic assumptions for wage growth, asset growth, and inflation.

2. Tax modeling is state-specific

Planner uses a blended model for tax projections. PlannerPlus uses your primary residence to model tax projections in all areas of your plan. You can even relocate your primary home one time.

3. You can create multiple Plan Scenarios

My Assumptions, you can create and manage multiple up to 5 scenarios. Model a plan where you live longer, claim Social Security later, take a break from working or relocate. Test different scenarios to see how your plan holds up.

4. You can create a detailed budget

PlannerPlus Budgeter guides you through creating a comprehensive budget. Model expenses for different time periods and with variable frequencies.

5. You can link accounts

Link your accounts, debts, and houses to your existing financial institutions for real-time updates of account balances.

6. You can learn how to improve the strength of your plan

Learn about optimization strategies and ideas to strengthen your plan through Coach Suggestions; it's like having a financial advisor looking over your shoulder.

7. You can print your plan and export your data

Print a PDF of your plan using optimistic or pessimistic assumptions, use the report for discussion with your spouse or trusted advisor. Export your data for use in your own spreadsheets and reports.

Did this answer your question?