FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: If I Add a One Time Expense Do I Need to Set Where the Income Comes From?
- FAQ: How Do I Add a One-Off Expenses To My Plan
- FAQ: How Do I Model an Annuity in my Plan?
- FAQ: Why Is the Platform Adding a Missing Expenses Column to my Plan?
- FAQ: Does the Platform Assume Investment Contributions are at the Start or End of the Year?
- FAQ: How Do I Force Registered Assets to Be Used in Early Retirement?
- FAQ: Where Do TFSA/FHSA Gifts to Children Get Entered on the Platform?
- FAQ: How do I Change my Plan Length/Max Age for Projections?
- FAQ: Why Am I Seeing Non-Taxable Income in My Retirement Projections?
- FAQ: How Does Adviice Make Assumptions About Future TFSA Contribution Room
- FAQ: What is the Effect of the % Portfolio Turnover in the Advanced Options?
- FAQ: How is Success Rate Different Than a Monte Carlo Anaylsis?
- FAQ: Does the Platform Work to Optimize Canada Child Benefit with RRSP Contributions?
- FAQ: If I Delete a Scenario do I Lose My Discovery/Foundation Information?
- FAQ: How Do I Change the Investment Income Types (Dividend, Capital Gains, Interest) in My Non-Registered Accounts?
- FAQ: Why Are My Savings Amounts Not Showing Up in the Projections Charts?
- FAQ: What Percentile Does the Net Worth Correspond to On the Success Rate Chart?
- FAQ: Are Probate Fees Included in the Estate Tax Calculation?
- FAQ: What Income Sources Are Included in Other Taxable Income?
- FAQ: How Do I Create a Scenario to Minimize Income Tax?