My Plan Demos

Articles and videos created to provide an overview of each section of My Plan and guide you in creating your Plan.

27 articles in this collection
Written by Nancy Gates and Bruce Lorenz

Overview

Get Started Series #1: Tour

This video shows a quick overall tour of the PlannerPlus site and its features.

Written by Nancy Gates
Updated over a week ago

Get Started Series #2: Overview

This video provides an overview of the features found on your Dashboard.

Written by Nancy Gates
Updated this week

Profile, Goals, and Assumptions

Profile and Goals

This video provides and overview of the Profile and Goals section.

Written by Bruce Lorenz
Updated over a week ago

Assumptions

This video provides and overview of the Assumptions section.

Written by Bruce Lorenz
Updated over a week ago

Get Started Series #3: Operations, Profile and Goals

This video guides you in configuring the Profile and Goals section of My Plan.

Written by Nancy Gates
Updated over a week ago

Accounts and Assets

This video provides and overview of the Accounts and Assets section.

Written by Bruce Lorenz
Updated over a week ago

Get Started Series #4: Accounts and Assets

This video guides you in configuring the Accounts and Assets section of My Plan

Written by Nancy Gates
Updated over a week ago

Home and Real Estate

This video provides an overview of the Home and Real Estate Section

Written by Bruce Lorenz
Updated over a week ago

Get Started Series #5: Home, Real Estate and Debts

This video guides you in configuring the Home, Real Estate and Debts sections of My Plan.

Written by Nancy Gates
Updated over a week ago

Debts

This video provides an overview of the Debts Section

Written by Bruce Lorenz
Updated over a week ago

Income

This video provides an overview of the Income Section

Written by Bruce Lorenz
Updated over a week ago

Get Started Series #6: Income

This video guides you in configuring the Income section of My Plan

Written by Nancy Gates
Updated over a week ago

Expenses and Healthcare

This video provides an overview of the Expenses and Healthcare Section

Written by Bruce Lorenz
Updated over a week ago

Get Started Series #7: Recurring Expenses

This video guides you in configuring the Recurring Expenses section in My Plan.

Written by Nancy Gates
Updated over a week ago

Get Started Series #8: Medical Expenses

This video guides you in configuring the Medical Expenses section of My Plan.

Written by Nancy Gates
Updated over a week ago

Money Flows

This video provides and overview of the Money Flows section.

Written by Bruce Lorenz
Updated over a week ago

Get Started Series #9: MoneyFlows and Customizing Your Withdrawal Strategy

This video provides an overview of the Money Flows section and demonstrates how to customize your withdrawal strategy.

Written by Nancy Gates
Updated over a week ago

Estate

Estate Planning

This video provides an overview of the Estate Planning section.

Written by Nancy Gates
Updated over a week ago

Explorers

This video provides and overview of the Explorers available in the NewRetirement financial planning platform.

Written by Bruce Lorenz
Updated over a week ago

Get Started Series #11: Social Security Explorer

This video demonstrates how to use the Social Security Explorer feature of the NewRetirement financial planning platform.

Written by Nancy Gates
Updated over a week ago

Get Started Series #12: Roth Conversion Explorer

This video demonstrates how to use the Roth Conversion Explorer feature of the NewRetirement financial planning platform.

Written by Nancy Gates
Updated over a week ago

Scenarios

Creating Scenarios

This video provides an overview of the Scenarios feature.

Written by Bruce Lorenz
Updated over a week ago

Get Started Series #13: Scenarios

This video demonstrates how to create scenarios in the NewRetirement financial planning platform.

Written by Nancy Gates
Updated over a week ago

Insights, Reports and Coach

Coach Suggestions

This video provides and overview of the Digital Coach feature of the NewRetirement financial planning platform.

Written by Bruce Lorenz
Updated this week

Insights Library of Reports

This video provides and overview of the Insights Library of Reports.

Written by Bruce Lorenz
Updated over a week ago

Get Started Series #10: Insights

This video demonstrates a variety of ways you can use the Insights charts to inform your planning.

Written by Nancy Gates
Updated over a week ago

Download/Print

This video provides and overview of the download and print features of the NewRetirement financial planning platform.

Written by Bruce Lorenz
Updated over a week ago