December 16, 2018

Improved

  • Auto-dismiss side menu when on small width
  • Ask about import from Maximize My Social Security as first step of MaxiFi family setup
  • Provide useful error message when a base item can't be deleted due to dependent items in alternative profiles
  • Add Real Estate Income and Spending to the Progress Tracker
  • Allow Social Security Widow(er) Benefits to start month individual turns 60
  • Combine parent/child earnings deductions in reports for non-married/partnered family
  • Allow more than 5 changes of expectations in items such as future earnings, retirement contributions and withdrawals, special expenses and receipts
  • Default Annuity Survivor field to 50%
  • Improve error message for unsustainable consumption
  • Provide chart view of Standard of Living and Life Insurance tabs in plan report
  • Add mortgage detail to housing summary cards
  • Provide spinner to indicate Excel is loading when downloading
  • Strengthen confirmation message when deleting family data
  • Change default rate of return for retirement accounts to 3.5%

Fixed

  • Retirement Annuity Income for second adult in Comparison report is missing "income" in label
  • Entering existing retirement benefit displays validation errors in "Modify Planned Dates" panel
  • Entering anything other than 0 or 1 in growth field results in inaccurate browser validation message
  • Real Estate Property future purchase value of 0 causes long run then error
  • Imbalance in lifetime Present Values due to bequest in excess of housing equity
  • "Data Binding Failed" error when housing Condo Fees blanked out
  • Focus jumps to bottom of table when entering data in Living Standard grid
  • Setting change not reflected after leaving settings screen and returning
  • Mortgage interest rate for future home sales does not handle thousandths of percents
  • Second home shows in PDF as "not owned/rented" even though it is
  • "Two people live as cheaply as" should not be labeled with %
  • RealEstateSaleTypeEnum_FROM_VALUE key shown in PDF
  • Error on Maximization report where progress says complete, but the report is not done
  • Compare tab reports don't work properly when maximum ages in alternate profile are different from Base profile
  • Social Security screen messages do not update if a pension is changed from non-covered to covered
  • Clearing existing retirement or disability benefit does not appear to clear benefit used in place of earnings
  • Real interest rate not displaying under Account > Default Assumptions