Life Events

Instructions

The retirement planner supports the ability to add up to 10 life events. To do so, please take the steps outlined below.

  1. In the bottom left corner of the Retirement Planner, click + Add an Event

    Image of the PorftolioAnalyst retirement planner add an event widget.

  2. Enter the Life Events information.

    Image of the PorftolioAnalyst life events panel.

  3. To the right of "What will be the impact?" select One-time Expense or One-time Income.

    Image of the PorftolioAnalyst life events impact panel.

  4. To the right of "When will this life event take place?" select either Date, Randomly before or after retirement, Randomly after retirement, or Randomly before retirement.

    Image of the PorftolioAnalyst when will this life event take place panel.

  5. Press Save to save this information.

    Image of the PorftolioAnalyst life event complete page.

  6. You will now be navigated back to the Retirement Planner home page where you can view and edit your Life Events.

    Image of the PorftolioAnalyst life events widget

  7. Click the + icon to add additional Life Events.

  8. Click the pencil icon to edit the current Life Events.

  9. Click the toggle icon to include or exclude the Life Event from the Retirement Planner.

 

Additional Resources

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