In our continued effort to improve your experience on goalgamiPro, we have modified the process when adding a Household. We have made a simple change to make adding a Household a two step process that brings you to the next step in the process.
First, from the main page, you select “Add Household”.
This brings you to Step 1 of 2. Here you enter:
- a household name
- at least one principal household member.
- Principal’s gender and date of birth. Note, you always have the option to edit this information later in the app (under ‘My Households’).
- Click "Add Additional Household Member" to do so. If you click on this option, you are prompted to enter the next principal as indicated below.
- Enter any comments pertaining to this household.
Now that you have entered the Household Name and any members of the household, you proceed to Step 2 of 2. On this step, you will be entering the foundation for your first Plan. This information relates primarily to expected Retirement Age, End of Life (Actuarial or Defined), and important tax information. This information is carried through to your first Plan.
Once you have entered this information, you will be brought to the ‘Household Summary’ page. Here you can modify/add members and add your Household accounts. This page has not changed from the prior version.
An important calculation note:
With this change, we have allowed you to enter your Long Term Capital Gains as is shown in the image below. The value that you enter is now used in the Balance Sheet Calculation. For more a detailed walk through on how to add a Household, please see our new post.