Suggestions

:speech_balloon:

"Continue after Life Expectancy" option for Accounts, Income, Expenses, Milestones, etc.

Would like to see a “Continue after Life Expectancy” check-box option (default is unchecked) for the configuration of items within Account, income, Expenses, Assets, Cash Flow Priorities, and Milestones.

This would inform PL (and the User) on what should happen to the item assigned to the Account Owner, the Income Earner, the Expense Spender, the Asset Owner, etc. when that person’s Life Expectancy happens.

Currently, a ME’S RETIREMENT milestone @age 62 will be displayed even if ME’s end of life milestone was set to 52. The expense for Me’s Term 85 Life Insurance continues, even though Me hit their end-of-life milestone at age 52.

Adding this check-box to the configuration screen should help PL automatically clean up things. If the owner is JOINT, then the check box is checked and grayed out or just not displayed.

Below is the Discord discussion URL where this topic came up…

Related: discord.com/channels/869222901054857216/1377776005552410696

2 votes

Tagged as Suggestion

Suggested 05 June 2025 by user Mike Bendtsen

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  • 05 June 2025 Mike Bendtsen suggested this task

  • 05 June 2025 Kyle Nolan approved this task

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    The work-around for this today is to incorporate an “AND REACH/BEFORE MILESTONE = Me Life Expectancy” into my milestone logic. Most of my milestones have this AND parameter to verify that Me is still alive when that milestone triggers. Would be nice if PL manages this check for me so that I don’t have to incorporate that into all my milestone logic.

    24 February