How can I update my information?

It is important to keep your information current to ensure the accuracy of your strategy and progress.

There are key elements you want to make sure are current:

  1. Your income certification information.
  2. Your linked accounts.
  3. The underlying assumptions when it comes to your income growth over time, the expected rate of return on your saved money, and your expected long term tax rate.

You can update this information by following these steps:

  1. Starting from your Dashboard page, click on “My Tracking” on the left side menu.
  2. Once you’re on the main tracking solution page, scroll down and click the “Update My Assumptions” button.

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