Up Next

Up Next

Cool things we are beavering away at now, but if you’d rather see what’s already live, check out our release notes.

In Progress Planner & Plus improvements

Some of our top-requested items that we’ll be addressing soon:

  • Real (today) vs. Nominal (future) dollars switch
  • A design facelift of the onboarding experience
  • 2FA
  • Improved Account Linking
  • A new Sign In and Sign On experience
  • Complete overhaul of our website (the one you are on now, not the Planner)
  • Revamp of the Roth Conversion Explorer to include solving for different criteria
  • Scenario Comparison
In Progress Support for Goals and the NR Method

We know that the number one goal for our users is to make it through retirement without running out of money, but often that’s not the only goal. Whether it’s leaving an inheritance, paying for a family member’s education, traveling the world, or something else, we’re building tools to help our users include those goals in their plans and provide ideas on how to ensure you achieve them.

In Progress Virtual Financial Advisor “Tesla for Planning”

“Any sufficiently advanced technology is indistinguishable from magic” Arthur C. Clark’s 3rd law.

Basically we will help solve & optimize plans automagically. More coming on this.

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