June 7, 2020


  • The Family Overview screen has been rearranged to allow quicker access to Alternative Profiles and we added the ability to delete Alternative Profiles to that screen


  • A person's setting for percentage of retirement assets to spend was not being respected in cases where the person had no retirement accounts of their own but inherited retirement assets from their spouse dying earlier in the plan. This has been fixed.
  • Depending on time of day, an error could occur when first trying to run reports after adding deceased spouse. This has been corrected.
  • Entries in the "Cost of Children" grid now display correctly in the PDF report.