by Advisor Controls | Mar 8, 2021 | Life Goals
Long-Term Care Needs Goal In the event that illness, injury, or accidents force the need for long-term care, Life Goals offer planning based on the estimated monthly cost of said care and the duration and start age from which it will begin. If your client has an...
by Advisor Controls | Mar 8, 2021 | Life Goals
Survivor needs goal Survivor Needs Goal accounts for financial planning relative to the effects of lost income due to death of a spouse. Whether the client in question has children or dependents under the age of eighteen will dictate the suggested percent of current...
by Advisor Controls | Mar 8, 2021 | Life Goals
Monthly Income Goal for Retirement Income Goal When forecasting for your client’s financial future there are two ways to consider monthly income goals in retirement. Enter a “Percent of current income” where you will asked to input a percent of current...
by Advisor Controls | Mar 8, 2021 | Life Goals
Education Goal Life Goals calculates education funding for you or your children / dependents. By calculating the start age of higher education combined with projected degree path and annual cost of college, we are able to map out exactly where you are at and where you...
by Advisor Controls | Mar 8, 2021 | Life Goals
Assumed Rates of Return on Assets Two Rates are requested here, one for “During retirement” and one “In the event of death”. Assumptions at Death The Emergency fund is calculated using salary only times the “Months emergency fund”....
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