Props where due
I've been pleased to see some great additions:
- Account update cadence - Thank you! this scratches a major itch for those nagging accounts that I only really care about rarely - Could we get a bimonthly option please!
- Retirement planner - I played around with this for only a bit but it looks great. I still need to dive into the details of how the variables interplay but hopefully you've got a more detailed writeup once I get going on this. (Do contributions continue up to the retirement age you enter then stop?)…
Now if we could only get nelnet back to working automatically… :)
Thanks to the team!
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I have fooled around with the Retirement Planner too although we are both retired. I just pretend I'm not. It looks interesting. Of course, we can no longer make tax-deferred retirement contributions. I upped the Inflation calculator to 4% (we can hope it's not more!). I am using my age and life expectancy but will change it to my wife's since her age is younger.
Maybe they will add a spouse to the Retirement Planner at some point.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20090