Originally from ticket #9131.
QUESTION:
I am looking for a little more-such as
asset allocation views of my investments and estate planning views
when one of us pass and then when the second one passes.
Thanks.
Rajnikant
ANSWER:
Hello Raj,
You are right... RetirementView does not do asset allocation or estate planning.
The program is focused on "Keep it Simple" and those are topics that are more advanced.