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Topic starter January 16, 2023 9:26 am
Low priority but it would be useful to add a 4th period for the itemized (Discretionary) expenses tab. Most of my clients are pre-retirees, so I use period 1 for current expenses while working. Period 2 would be beginning retirement (go-go active retiree period). Period 3 then would be about the age things start to slow down (no more kayaking, mountain hiking, the slow-go years). It would be good to have a 4th period for the more docile period, advanced age, the no-go years when they're mostly sedentary.
January 21, 2023 10:25 am
I second this suggestion! I've frequently wished for a fourth period, to use exactly as Bill described.
January 22, 2023 12:16 pm
I second this idea.