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

1 vote

Tagged as Suggestion

Suggested 05 June by user Mike Bendtsen