November 14, 2021


  • Our new Lifetime Changes report zeros in on differences in lifetime present values between profiles when running Comparison Reports
  • We've added a new "Cost of Debt" setting for more realistic planning when debt is allowed in a plan


  • Future Social Security benefit changes can now be entered with up to one digit precision
  • We now check the status of reports more frequently to improve responsiveness
  • Links are now provided to the last report run for each type of report


  • Fixed an error when running Monte Carlo for alternative profile with different max ages than Base Profile, display explanation and detail reports
  • Fixed an error encountered if disagreeing to user licence