FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: Does the Platform Assume Investment Contributions are at the Start or End of the Year?
- FAQ: Does the Platform Work to Optimize Canada Child Benefit with RRSP Contributions?
- FAQ: A One-Time Cash Withdrawal From Non-Registered is Triggering Capital Gains
- FAQ: How Do I Move Surplus Cash into my Investment Accounts?
- FAQ: How Do I Model a Reverse Mortgage or HELOC in Adviice?
- FAQ: How Do I Bypass Discovery/Foundation Sections that the Platform Doesn't Need?
- FAQ: I Don't See My LIF in my Income Projections?
- FAQ: How Are AI Strategies Prioritized?
- FAQ: Why Do I Have a Balance in the Cash Account Column (Surplus/Shortfall)?
- FAQ: How Can I Best Walk Through a "What If" Scenario Where I Adjust the Equity Return Assumptions?
- FAQ: How to Monitor Net Worth During Retirement?
- FAQ: Why is my RRSP Meltdown Not Starting for 2 Years in Retirement?
- FAQ: Do Updates to Discovery/Foundation Affect All Scenarios?
- FAQ: Why Is My CPP Start Age is Not Updating in Projections?
- FAQ: How Do I Model a GIC Ladder?
- FAQ: Where Do TFSA/FHSA Gifts to Children Get Entered on the Platform?
- FAQ: How Does the Platform Calculate Estate Tax?
- FAQ: What Are My Expenses Not Updating in Scenarios?
- FAQ: The Override Function is Not Working for Me
- FAQ: How Does the Platform Deal with Capital Losses?