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 Social Security Optimization

One of the most important decisions to make as you approach retirement is when to claim social security. We’re working on tools to help our users make the best decision for their them.

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:

  • Month/year vs age selection
  • Employer 401K matching
  • Real (today) vs. Nominal (future) dollars switch
  • Family & dependents – children & parents
  • Taxability on passive income
In Progress Enhanced Scenario Management and Analysis Tools

One of our most-requested feature enhancements is improved scenario capabilities. We’re tackling this in several ways and can’t wait to share with everybody soon.

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