Retirement Goals
O
Olivia
Goals that take into account compound interest and/or expected investment performance when calculating estimated goal timeline.
Kai
Merged in a post:
Add Zoom Functionality to Timeline for Long-Term Goals
S
Sunglow Canidae
When viewing long-term goals (e.g., 30-year timelines), it’s difficult to see month-to-month updates—especially in the earlier months. Adding a zoom-in feature to the timeline would allow users to focus on shorter timeframes (e.g., by month, quarter, or year) .
O
Olivia
Merged in a post:
Add Investment Return Assumptions to Retirement Goal
S
Silver Wren
Allow users to view and customize investment return assumptions for retirement goals (e.g., conservative/moderate/aggressive) and clearly indicate whether goals are calculated as cash savings or invested assets.Allow users to view and customize investment return assumptions for retirement goals (e.g., conservative/moderate/aggressive) and clearly indicate whether goals are calculated as cash savings or invested assets.