How Can We Help?
How to Add or Edit Your Personal Details in PocketPlan
Maintaining accurate personal information in PocketPlan is essential for generating reliable retirement projections.
Important details such as your birthdate, employment status, income, and location directly affect financial calculations including:
Social Security projections
retirement income estimates
tax calculations
long-term retirement sustainability
By keeping this information up to date, PocketPlan can generate a more accurate Retirement Score and a more reliable Financial Freedom Number.
Where to Access Your Profile Settings
Your personal details are stored in a dedicated profile settings section designed to keep your information secure while allowing easy updates.
Step 1: Locate the Profile or Settings Icon
Open the PocketPlan app and look for one of the following icons:
a gear icon (Settings)
a profile icon (User)
These are typically located in:
the top corner of the home screen
the main navigation menu
Step 2: Open Personal Information
After accessing the settings menu:
Tap Personal Information, My Details, or User Profile.
This section contains all the personal data you entered during your initial signup.
Step 3: Edit Your Details
To update your information:
Tap on the field you want to modify.
Enter the updated information.
Save your changes to update your financial projections.
Updating these fields ensures that PocketPlan can continue providing accurate financial planning insights.
Core Personal Details You Can Edit
The information stored in your profile directly affects the calculations used in retirement planning models.
Date of Birth
Your birthdate determines eligibility for retirement programs such as Social Security.
It helps calculate:
Full Retirement Age
retirement timeline projections
retirement benefit estimates
Recommended review:
Check once during account setup to ensure accuracy.
Employment Status
Your employment status determines how PocketPlan estimates:
future income potential
contribution timelines
retirement savings growth
Examples include:
employed full-time
self-employed
retired
unemployed
Recommended review:
Update immediately after any employment change.
Annual Salary or Income
Your income is one of the most important inputs in retirement planning.
It is used to calculate:
retirement savings capacity
contribution potential
employer retirement match estimates
long-term investment growth
Recommended review:
Update annually or after a significant salary change.
Primary State of Residence
Your location affects financial projections related to taxation.
PocketPlan uses your state to estimate:
state income taxes
investment tax impacts
retirement withdrawal taxes
Recommended review:
Update whenever you move to a new state.
Why Accurate Personal Details Matter
Accurate personal information ensures that PocketPlan generates realistic financial projections.
Even small errors can significantly impact your retirement plan.
For example:
An incorrect birthdate may change your Social Security eligibility calculations.
An outdated income level can misrepresent your savings potential.
A wrong state of residence can distort tax projections.
These inaccuracies can lead to misleading results in your Retirement Score, making it harder to evaluate your true financial readiness for retirement.
What to Do After Updating Your Details
After updating important information such as age, income, or employment status:
Return to the My Plan dashboard.
Review your updated Retirement Score.
Observe how the changes affect your financial projections.
PocketPlan automatically recalculates your retirement model so you can instantly see how life changes impact your financial future.
Frequently Asked Questions
Why should I update my personal details in PocketPlan?
Updating personal details ensures accurate retirement projections, including Social Security estimates, tax calculations, and retirement income forecasts.
Which personal details affect retirement planning calculations?
Important details include your birthdate, employment status, annual income, and state of residence.
How often should I update my financial profile?
Income and employment should be updated whenever they change, while birthdate usually only needs to be confirmed once.
Does updating my profile change my Retirement Score?
Yes. Changes to your age, income, or location can directly affect retirement projections and may change your Retirement Score.
