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, Other Qualified Assets)
Non Retirement Assets
We account Non Retirement assets based on current value, monthly saving, and growth rate. If any of the following assets are available for an emergency fund, check the “Available for Emergency Fund” box and Life Goals will account for this in the “Summary Analysis” section at the end.
When documenting Retirement Assets, Life Goals asks for current balance, monthly contributions, monthly employer contributions, and growth rate.
Any notes added to the “Assets Notes” section will show on the Advisor Notes page in the printed output.