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  1. Advisor Software Support
  2. goalgamiPro
  3. How does goalgamiPro work?

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?
  • Where does goalgamiPro use the different Present Value calculations?
  • How are Social Security balance Sheet values calculated?
  • What is the difference between Actuarial and End of Life expectancy methods?
  • How is the Additional Savings Needed section of the ‘Can I Afford My Goals?’ report determined?
  • Is it a problem that we are taking some forward looking numbers (goals) and combining them with today’s numbers (investment accounts)?
  • Why are we penalizing qualified accounts with liquidation values?
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