Entering your About You details in the Lifetime Planner

Before Quicken can help you build a reliable retirement plan, it needs to know who the plan is for. The About You screen collects personal information for:

👤 You
👥 Your spouse or partner (if applicable)
👶 Any children or dependents you support—or expect to support later

These details shape the entire plan. Your:

• 🕒 Age sets the timeline for saving and investing

• 🎯 Retirement age determines when withdrawals begin

• 📅 Life expectancy sets how long your savings must last

Including a spouse or partner allows the plan to model dual income, shared expenses, and survivor benefits.

✅ Enter accurate values now to keep your Lifetime Plan realistic. You can update this information anytime.

👥 Include your spouse or partner

To add your spouse or partner, select Include spouse.

🔹 You don’t have to be legally married
🔹 Quicken keeps their information even if you remove them
🔹 You can re-include them at any time

💡 Tip: If you’re not legally married, adjust tax rates and survivor benefits manually under Income and Adjustments.

💡 Tip: If you haven’t reviewed your spouse’s information in a while, check their savings, investments, and income sources. These values may no longer be current.

🧾 Enter personal details

For both yourself and your spouse (if included), enter:

• First name

• Date of birth

Quicken calculates:

• 📆 Current age

• 📈 Years until retirement

🎯 Retirement age

Enter the age when you plan to stop working.

📌 This is a critical input—it controls when earned income ends, contributions stop, and withdrawals begin.

Typical retirement milestones:

💡 Tip: If you plan to retire early, factor in healthcare, debt, and how you'll bridge the income gap.

⏳ Life expectancy

Enter your estimate or click Calculate to use Quicken’s life expectancy tool.

💡 Tip: The result is an average. There’s a 50% chance you or your spouse could live longer.

Planning guidance:

• ➕ Add 5–10 years for a conservative estimate

• 🧓 Plan for one spouse to outlive the other

• ⚙️ Use Adjustments to reduce expenses after the first death

👶 Add children and dependents

Use the New button to add dependents. You can:

• ✏️ Use Edit to update details

• ❌ Use Delete to remove them

• 🚫 Use Exclude from plan to hide them temporarily

💡 Tip: You can add future dependents too—just estimate their timing and support needs.

🔁 How this data affects your plan

Your entries here drive major planning calculations:

💡 Tip: To reduce expenses after the first death, go to Adjustments and lower the surviving spouse’s living costs.