The 1.24.20 update is now live! Here are the major updates:
1. Spending Game. Completly new Spending Game now inside and fully integrated into NextGen. Create scenarios by contact and NextGen will store your data in the secure cloud. New visualizations to help your clients see their forecasts and new reports to highlight your recommendations.
2. Private Reserve Strategy. Completely new presentations to help your clients understand the power of a Private Reserve Strategy. Shortened to hit the most important points, with two new optional sub-presentations showing Finance 101, and Spender, Saver, Wealth Creator.
3. Updates to Market History, RMD's, U.S. Income tax brackets.