"New Spending" Pre-filled Templates
B
Brett Wysopal, CFP, EA, ECA
In the Retirement Planning tab, within the Adjust Spending section, it would be cool to have templates in place that you can add based on national average costs for things like long-term care events, pre-65 healthcare coverage, and post-65 Medicare costs. One time-consuming thing is having to add that spending for each individual client. Having pre-filled templates where we only need to change the toggles of when it starts and when it ends, and the inflation, would really simplify things.
B
Brett Wysopal, CFP, EA, ECA
For what it's worth, it looks like chatting with Dora. Dora can search the national average for these things, but nonetheless, it'd be a lot easier just to have the pre-filled templates so you can easily just toggle it. Even better would be to have a master settings setup where you can have a master settings database for every single client. When you onboard a client, all of those spending numbers are already adjusted into the plan.