Adding Or Changing An Income Snapshot

Drop Downs:

  • /A = Per Annum
  • /SM = Per Semi-Annum (2x per year)
  • /Q = Per Quarter
  • /M = Per Month
  • /SM = Per Semi-Month (2x per month)
  • /BW = Per Bi-Weekly
  • /W = Per Weekly

Add a new income snapshot for any large changes in income. Please enter Gross income estimates and we will calculate standard tax and deductions.

Possible Examples of Additional Income Snapshots:

  • Early Retirement: When earning part-time income
  • Part-Time Work: When shifting from full-time work to part-time or consulting work
  • Consulting: When shifting from full-time work to consulting work

How To Add A New Income Snapshot

  1. Click on the menu button in the right hand corner of any existing income snapshot

  1. Add a descriptive name for your new income snapshot
  2. Add the start age (for couples this is the primary user)
  3. Add the end age (for couples this is the primary user)
  4. Click "Create

Tip: After adding a new snapshot it may be necessary to change the ages for other snapshots. This will not happen automatically.