April 24, 2022


  • Allow entry of “end benefits age” for permanently disabled children expected to leave care at a certain age or predecease both parents
  • Improved usability of drill-down Year-at-a-Glance entries
  • Disallowed editing of family name if the family is shared with you
  • Updated return history for all Core Asset Classes and Dimensional Funds with final 2021 numbers


  • When running a standalone alternative plan, if you had not hit "skip to details" for Base Plan, you would receive an error
  • Message stating lifetime present values cannot be compared would be displayed even when real returns were the same
  • Changing death year of deceased spouse would not update validation rules for surviving spouse's widow(er) benefit dates
  • When creating a covered earnings history from a Social Security benefit estimate, the resulting benefit shown was too low in some cases