The dashboards provide an excellent view into your data before and after retirement.
Utilities try to make sense of your data and answer some of the questions such when can I retire?.
We try to be sure the application works on all mobile devives as well.
Use the update forms to enter your information including account and Net Worth information.
Review the various dashboards and utilities to get a sense of where you sit when it comes to retirement.
You make adjustments to your investments and see what retirement will be like.
Give yourself 5 minutes to upload your data to the application.
Answer a few questions on retirement like age, savings, etc.
Review your financial retirement situation often as possible.
Come back and update your data as your situation changes.