While videos will play on phone's and tablets, the Planner presents a lot of data and it is best to use a laptop or Desktop computer for readability with the video in Full Screen mode.
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Summary Tab - main planning tool
How the Pension is Calculated
Personal Assets Calculator Tab
Investment Average Earnings Tab
Detailed Expense Budget Tab
Additional Contributions Earnings And Major Spend Tab
Phased Investment Earnings Tab
This feature is for sophisticated investors who largely do their own investment planning and intend having multiple strategies over their retirement plan.
RESOURCES & DATA RESEARCH LINKS
These are provided as an easy guide to find data for the planning process. Obviously, you can use your preferred sources as well.