Max Spend & Set Value Just Got a Major Upgrade

The Max Spend strategy no longer focuses on ending with exactly zero. Instead, it now prioritizes maximizing your lifetime spending in a way that aligns with your goals, timeline, and lifestyle curve. Extra spending now follows your Go-Go, Slow-Go, and No-Go phases more closely, creating smoother and more realistic spending patterns. Plans can still end at zero, but it’s no longer required. Set Value plans follow the same structure but aim to hit or slightly exceed your estate target, allowing for more natural optimization and better alignment with your real-world scenario.

June 12, 2025

Input Summary Now Included in CSV Downloads

CSV downloads now include a new Input Summary tab showing all the settings and inputs used in that specific plan. This makes it easier to compare results or revisit past plans without having to remember what was entered. This is the first step — soon, you’ll also be able to view these inputs directly in your Analysis Archive without needing to download a file.

June 12, 2025

Federal Tax Rate Update: 14% Lowest Bracket Starting July 1st

To reflect the federal tax rate change to 14% effective July 1st, we’re applying a blended rate of 14.5% for this year in your analysis, and 14% for future years. Run a new analysis to see the impact on your plan.

June 5, 2025

Real vs. Nominal Toggle Now Available on Mobile

You can now switch between Real and Nominal values in the mobile view of the platform — making it easier to compare your numbers on the go.

June 5, 2025