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Topic starter February 12, 2024 7:53 am
I am a new user and recently finished setting up my plan. I love this tool. I am 53 and planning on retiring at 60 and I have a good plan to get there. What's the best way to update as I go to make sure my investment returns and savings are meeting my plan goals? I was thinking to just enter in a new start date of the plan on Jan 1 of each year, update my starting portfolio and my spending plans and go from there... is there a better way to do this?
February 12, 2024 1:40 pm
@listcpa777gmail-com No, there's no better way to do it. That's exactly what I do and that's the best way!
Stuart
