Financial Coaching
See if you’re on track to achieve your spending goals now and into the future. Organize all of your financial information in one place. Get a daily view of your full financial picture including investments, insurance, retirement accounts, checking and savings accounts, and debt balances.
Retirement Planning
Retirement Plan interaction tools • Social security comparison report • Account type contributions limits • RMD calculations • Roth conversions • Solution reports • Dividend and interest projections at the holding level
Tax Calculations
Plan for numerous tax strategies & consequences • 1040 & AMT tax calculations • Customizable adjustments, credits, and deductions • State specific income taxes • Future tax schedules
Insurance Planning
Identify gaps in your insurance needs • Customizable health care events • Life insurance gap analysis reports • Long term care gap analysis reports • Disability short/long term gap analysis
Cash Flow Planning
See effects of financial decisions • Detailed year-by-year flow analysis • Monthly or annual simulations • Buy and sell any assets or liabilities • Customizable withdrawal strategies • Transfers between assets
Education Planning
See an overview of education expenses and funding options • Comprehensive in and out of State tuition cost database • Customizable asset funding order • 529 plan functionality • Solution gap analysis reports
Estate Planning
Easily see various estate planning techniques • Estate & gift tax calculation • Trust planning • Charitable planning • Grant or trust modeling • Open architectured Will
