Inputs

Determine the major variables of the plan.

Increase future income goals to maintain spending power.

Incorporate all sources of income aside from investment liquidation.

Manage the income need at the budget item level.

Adjust segment count, length, names, and notes.

Incorporate goals aside from month-to-month income into your plans.

Change the assumptions for clients' retirement age and longevity estimates.

Always be sure to save your work.