Adviice Help Center
  • 1. Discovery
  • 2. Foundation
  • 3. Planning
  • 4. Education
  • 5. Advisors/Planners

FAQ

Frequently Asked Questions about the Foundation Phase

  • FAQ: How do I Model a Downsize in Retirement
  • FAQ: How is OAS Indexing Applied on Adviice?
  • FAQ: Do CPP Projections Take Future Earnings into Account?
  • FAQ: Why Are Mortgage/Debt Payments Not Included in Housing Expenses?
  • FAQ: Are CPP/OAS Estimates in Today's Dollars?
  • FAQ: Why Does my Service Canada CPP Estimate Not Match the Platform Estimate?
  • FAQ: How do You Enter Income/Expenses that Occur Late in the Year?
  • FAQ: Why Don't Investment Draws Show Up in Future Cashflow?
  • FAQ: Why Am I Receiving an 'Allocation Error in Table" Warning?
  • FAQ: How Do I Change the Geographical Diversification Values on the Investment Plan?
  • FAQ: How to Model the Sale of a Rental Property?
  • FAQ: How to Model Two Home Sales in Your Plan?
  • FAQ: Why Do the Proceeds From Selling a Home Show Up as an Expense in Projections?
  • FAQ: How do I Include Emergency Fund Savings in my Plan?
  • FAQ: How to Pay Off Debt With a Lump Sum?
  • FAQ: How Do I Change Rate of Return Assumptions?
  • FAQ: How Do I Adjust Asset Allocation?
  • FAQ: Does the CPP Calculation Include Child Rearing Drop Out (CRDO) Years
  • FAQ: Why Am I Unable to Enter Numbers in the CPP Benefits Estimate?
  • FAQ: How Are Future CPP, OAS, TFSA/RRSP Contribution Room and Tax Rates Indexed?
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Categories

  • FAQ
  • Buying A House
  • Selling A House
  • Child Expense Estimate
  • Emergency Fund
  • Debt Payoff Plan
  • Education Plan
  • Investment Plan
  • Corporate
  • Future Cash Flow
  • CPP & OAS Estimate
  • Tax & Benefits Analysis
  • Rental Property Analysis
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