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 Simpler UX (User Experience)

Make the whole Planner & Plus experience much simpler to use. We’re thinking paint by numbers – figure out the big things, then dive into the areas where you can gain significant value (taxes, healthcare, pension, Social Security, withdrawals, investing, risk) but hide things that don’t matter to you.

In Progress NR Score update

We’ll be applying Monte Carlo to more areas of our site and tuning the score to reflect your likelihood of achieving your plan. We’re also working on showing you how much any given plan change impacts your Score.

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.

In Progress Planner & Plus improvements

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

  • Customizable labels across multiple accounts, expenses, and other items
  • Month/year vs age selection
  • Employer 401K matching
  • Real (today) vs. Nominal (future) dollars switch
  • Family & dependents – children & parents
  • Taxability on passive income

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