When I hover my mouse over the client's name in the upper left corner of the plan, why is the client's age different than in the first year of the Retirement > Cash Flows?

Can I change a client's age or planning horizon after completing the initial data entry?

Absolutely! At any time after completing the initial data entry, you can navigate to the Profile > Family section of the plan to update birthdays, planning horizons, and more.

For additional assistance within RightCapital please contact our Support team.

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