How do I model a current or future client disability to see the change in cash flow and any cash shortfalls?
Many clients need to include ad-hoc expenses in their retirement income plan e.g. paying off the mortgage or paying for a child’s wedding. What’s the best way to model them in the retirement income plan?
What’s the most commonly used workflow in creating a financial plan? I know you can enter in this software at any point. I just want to understand what path others are following.
I find entering milestone names in place of dates a lot more helpful than entering individual dates. I’m wondering if I can define a milestone date for my client’s date of birth and use milestone name instead of a date. I tried it but the system won’t allow. Any help would be appreciated.