Thursday, June 23, 2016

Plans for Both Spouses

8:00 PM


Question:

How do I add the financial information for my spouse?

Answer:

On the Forecast page select the option to do a plan that combines the financial information of both spouses. You will then see a drop-down menu at the top of the page allowing you to enter information for the other spouse.

There is a video showing how it works:

https://www.youtube.com/c/retireware

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