Launched lcfplanner.com to make our financial planning tools accessible to everyone.
Introduced Basic, Advanced, and Pro versions for different user needs, plus updated tax tables for 2026.
Added dividend reinvestment modeling, Roth conversion tax bracket visualizations, and faster Monte Carlo simulations.
New optimization engine to help determine the best Social Security claiming strategy for your situation.
Added max safe withdrawal rate calculations, LTC optimization, and retirement asset allocation tools.
Generate PDF reports of your financial plan with new charts for Monte Carlo and historical simulations.
Complete redesign with new user interface, detailed inputs tab, custom tax capabilities, and sensitivity analysis.
Introduced Monte Carlo and historical simulations, Roth vs Traditional optimization, and 529 plan analysis.
First version of the Excel spreadsheet tracking income, expenses, taxes, savings, and withdrawals.