- Educational Goals Should be Attached to the Individual it Benefits
- Entering a Tax-Free Income
- How do I add an Inheritance to my plan?
- How do I model a Pension Lump Sum Payout?
- How do I model the sale of property?
- How Much Money Will I Have at Retirement
- Adding a Client
- Adding a Customized Page
- Adding a Family Member
- Adding a Liability
- Adding a Property
- Adding an Education Goal
- ★ How to Change Percentiles and Cash Flow Output
- ★ Using the Plan Comparison
- ★ Using the Plan Wizard
- Adding a Mortgage to the Plan
- Adding a Scenario Goal to a Plan
- Adding an Allocation Period