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Video Thumbnails:

  • 1:11 - New Features: Upgrade DB Pension Module
  • 4:50 - How to Add Mutual Funds to Your Plan
  • 6:12 - How to Add a Car Purchase to Your Plan
  • 8:40 - How Does the Program Determine Savings Amounts and Contributions?
  • 11:17 - Why is the Net Income in Cash Flow Different than in Income
  • 14:41 - How Do I Enter Both my RRSP and my RRIF?
  • 15:58 - How to Update the Platform Monthly/Quarterly?
  • 18:14 - How to Control Dividend Yield on the Platform
  • 27:14 - How Do I Reset the AI Strategies Back to the Default
  • 31:18 - How to Adjust for Fluctuations in the Market
  • 33:18 - How do I Adjust the Inflation Rate?
  • 39:57 - How Do I Model a Commuted Pension?
  • 42:00 - How To Add an RRSP Meltdown to Your Plan
  • 49:13 - How to Set Up Corporate Income'
  • 53:50 - Where Can I See Capital Gains on Non-Registered Withdrawals?

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.