by Advisor Controls | Mar 8, 2021 | Life Goals
Adding Liabilities and Debts Life Goals utilizes your client’s current liabilities and debts to help project their financial future. Each client has a different financial situation so Life Goals accounts for their desired goals and aggregates their expenses and debt...
by Advisor Controls | Mar 8, 2021 | Life Goals
Adding assets Life Goals allows you to add assets based on three categories. Real Estate Assets (Primary Residence, Secondary Residence, Investment Income) Non-Retirement Assets (Cash, Checking, Savings, Other Non-Qualified Assets) Retirement Assets (401k, 403b, IRA,...
by Advisor Controls | Mar 8, 2021 | Life Goals
Estimated monthly lifestyle expenses Income Tax Rate Calculator You can input an estimated average (effective) income tax rate or you can use the Income Tax Rate Calculator. This tool calculates your Estimated average (effective) income tax rate for you based on...
by Advisor Controls | Mar 8, 2021 | Life Goals
Earnings and Other Income Sources This section is the basis for the Life Goals planning tools. From here we are able to assess the amount of money your client will have from both active and passive income. Income from employment is accounted for along with projected...
by Advisor Controls | Mar 8, 2021 | Life Goals
Basic information This is Household information that covers general information regarding your client, spousal information, and contact preferences. It also supports inputting Education needs for client and spouse. The Notes section is for any additional information...
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