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Enter the percentage to grow each year from the Start Year to the End Year. For example, if you've entered a Start Year of 2030, an End Year of 2032, an...

By default our calculations provide a stable living standard per household member through time to the extent permitted by cash-flow (borrowing) constraints....

Enter information about annuities. Do not enter information about Social Security benefits, pensions, or retirement accounts, such as 401k or Roth accounts ...

Annual growth rate for the annuity payout. For example, enter 0% if the annuity payout remains the same regardless of inflation, or enter a rate equal to yo...

This is the percentage change in the Per Adult Living Standard for survivors of this individual. We use this value when calculating life insurance coverage ...

By default, we show risk analysis charts so they are scaled to their contents. For example, if the highest living standard in your Base Strategy is $55,000 ...

You can run your plan to see how it is impacted by different assumptions for current and future Federal tax policy related to the Tax Cuts and Jobs Act of 2...

Enter the frequency, or the number of years between each repeat.  For example, if you've entered a Start Year of 2030 and a Frequency of 2, the amount s...

You can specify Funeral Expenses to ensure that these costs are accounted for and available not just in the entered year of death, but in any year starting ...

We maximize your plan by finding settings that produce the highest Lifetime Discretionary Spending amount, but in some cases this may mean Discretionary Spe...