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  • How are 529 accounts evaluated in the Cash Flow Planner?
  • How are rates of return calculated and applied in the Cash Flow Planner?
  • How does the Cash Flow Planner differ from the Household Balance Sheet?
  • Why does the Cash Flows screen include projections for all future years while the “How Do I Pay for My Retirement?” section of the Goal Achievement Report covers only the household’s retirement years?
  • What does the Cash Flow Planner do with anticipated savings and anticipated benefits?
  • Complete Cash Flow Planner User Guide
  • I can enter different dates (Earliest, Target, Latest Date) for a one-time goals when calculating the Balance Sheet. What date does it use to calculate the cash flow?
  • Why does my starting value on the “Account Balances by Year based on funding your goal” sometimes differ between charts?
  • How can the Cash Flow Planner help me?
  • What should I do if my client has a deficit?
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Complete Cash Flow Planner User Guide

Meghan Sullivan
  • March 25, 2013 17:10
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See attached PDF for complete user guide.

  • goalgamiPro Cash Flow Planner User Guide.pdf
  • goalgamiPro Cash Flow Planner User Guide.pdf
    2 MB Download
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