The first tab in Cash Flow Decisions is “Household Information”. This is the basis of getting started with any Advisor Controls tool and requires you to enter your client’s general information including marital status and age. Make sure to select “Cash Flow” under the “Please Select a Track” heading.
If you choose the “Social Security” track you will be able to predict the amount of monthly benefits your client receives upon retirement. This utilizes our pre-existing “Social Security Pro” software which features a help guide here.