How do I delete an investment account?

Go to Cash Flow Inputs > Investment Assets and select the investment account you want to delete. Click or press the trash can image to delete it. src="https://cdn.livehelpnow.net/clients/21145/kb/deli1_286ad7f6-530a-4cac-8df5-41a90c673be8.png" id="a10fa9ca-1b8e-4ce9-8c2d-f9a7aa89350f" alt="deli1" width="90%" height="auto" [...]

The asset class for a holding I have is wrong. I linked the account. How do I edit or change the asset class or classification for a holding?

You can change the asset class mix by holding for a linked account if it has been mapped incorrectly. The program will remember this asset classification going forward. You can see this is in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/editmh1_f36630c6-87d1-4f5a-a180-f234913dd1b3.png" id="7a009df3-41e6-498e-b469-90c6d312577e" alt="editmh1" width="90%" height="auto" [...]

Does the program deduct medicare premiums from Social Security payments?

The software does not deduct Medicare payments so you should either deduct from Social Security or put it in as an expense in the Goals & Additional Expenses [...]

My linked investment accounts are not updating. The balances are old. How do I update them?

Click on the accounts with a warning symbol on the dashboard. The program will ask you to re-enter your login credentials. You only need to do this one time for each broker, not for each investment account. src="https://cdn.livehelpnow.net/clients/21145/kb/relink2_2141f79b-a6a5-4166-85e5-2e47c4c9886b.png" id="4c380a92-eb98-433e-b147-36bc7fd0066b" alt="relink2" width="90%" height="auto" [...]

Why did my Monte Carlo results drop so dramatically?

It’s likely you have a “lockout” of funds that cannot be used when you need them. This is usually the culprit when Monte Carlo results seem to be way too low. This also can occur when Qualified Tax-Deferred accounts, such as IRAs, cannot be used before age 59.5. This is the default, but can be changed. [...]