Wish List

Married (or not...)

First post and replies  | Last post by Bill Hines, Advice-Only Flat-Fee Financial/Retirement Planner, 3 years ago

In-Plan Roth Conversions

First post and replies  | Last post by Bill Hines, Advice-Only Flat-Fee Financial/Retirement Planner, 3 years ago

State Residency Change Study

First post and replies  | Last post by NC, 4 years ago

Unmarried Couples, Date Getting Married

First post and replies  | Last post by Robert McFadden, 4 years ago

Automatically Optimize View Management

First post and replies  | Last post by Bill Hines, Advice-Only Flat-Fee Financial/Retirement Planner, 4 years ago

Ability to model Charitable giving as donation of appreciated stock would be cool

First post and replies  | Last post by Bob Nevins, 4 years ago

Earliest Retirement Date - Couples

First post and replies  | Last post by Stuart Matthews, 4 years ago

Cost basis of taxable investment accounts instead of current unrealized gains

First post and replies  | Last post by Stuart Matthews, 4 years ago

Scenarios for different initial acct balances?

First post and replies  | Last post by Bill Hines, Advice-Only Flat-Fee Financial/Retirement Planner, 4 years ago