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Set up your household and run your first projection.

Your financial overview at a glance.

Household members, ages, and retirement dates.

Investment and cash accounts, holdings, and allocations.

Mortgages, loans, and credit cards with payoff schedules.

Homes, vehicles, and other property you own.

Salaries, side income, and when each starts and stops.

Spending now and in retirement.

One-time changes: buying a home, college, inheritance.