FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: Are There Advisors That Are Familiar With The Platform That Can Help?
- FAQ: Why Did My Success Rate Go Down When I Increased Expected Stock Returns?
- FAQ: Why Is There Still a Mortgage Payment in Projections After a House Sale?
- FAQ: If I Add a One Time Expense Do I Need to Set Where the Income Comes From?
- FAQ: How Does Adviice Make Assumptions About Future TFSA Contribution Room
- FAQ: Does Success Rate Take Asset Allocation Into Account?
- FAQ: If I Delete a Scenario do I Lose My Discovery/Foundation Information?
- FAQ: How Does the Platform Project Real Estate Growth
- FAQ: Are Probate Fees Included in the Estate Tax Calculation?
- FAQ: Why Are Results Exactly the Same for Different Decumulation Orders?
- FAQ: How to Model Different Withdrawal Rates?
- FAQ: Where Do TFSA/FHSA Gifts to Children Get Entered on the Platform?
- FAQ: Why is There a Difference Between Financial Assets in Projections and Summary Views
- FAQ: Why is Total Income Not the Same in the Projections Graph and Table?
- FAQ: How To Export Data to Excel
- FAQ: What Is the Maximum Amount of Scenarios I Can Create?
- FAQ: How Do I Share a Copy of My Plan Anonymously?
- FAQ: Are Investment Balances in the Summary End of Year Values?
- FAQ: How Are AI Strategies Prioritized?
- FAQ: Can I Set LIF Withdrawals to Maximum Amount?