goalgamiPro
What's New
- Introducing Cash Flow Planner
- Loading a Sample Household
- goalgamiPro January Release
- Easy Account Entry
- Universal Upload
- Morningstar Upload
Tips & Tricks
- How do we treat incomes/goals that span over a long period of time?
- How do I manage Household Members?
- When should I use each life expectancy method?
- Why use multiple rates for discounting goal levels?
- Is there a form that I can use to gather client household information?
- What if I forget my password?
Cashflow
- 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
goalgamiPro reports
Using goalgamiPro
- Please explain Actuarial Net Present Value (ANPV)
- How to show Disability income that will end at age 60
- How do I enter a 529 / Educational Savings account into the tool?
- How do I manage Household Accounts?
- What is the Inflation rate and how is it applied?
- How is Life Expectancy factored into the tool?
How does goalgamiPro work?
- How is the Spending Reductions Needed section of the ‘Can I Afford My Goals?’ report determined?
- If the balance sheet calculation uses actuarial net present value for retirement expense goals (incorporating life expectancy), doesn’t that mean half the population will live longer than the planning horizon?
- Is the Household Balance Sheet independent of current/future asset allocations?
- What is the Funding Percent on the Household Balance Sheet?
- What is the Surplus/Deficit on the Household Balance Sheet?
- How are 529 Plan evaluated in the Balance Sheet?