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 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.

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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