1. Toggle among mini-charts in My Plan

Every time you change your plan, the plan improvement meter will tell you how it impacted your plan. Try making

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, to see if your cash flow changes or your projected estate increases.

3. See if a new coach alert is triggered

PlannerPlus 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)

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