Change to printed client report better illustrates income gap

Many subscribers have been asking for a column that calculates the additional years of work and non-Social Security pension income, since we reflect that income in the projected-versus-desired-income graph on the printed report.

Thanks to our development team, the summary columns on the cashflow pages now feature a category titled “Other” in the printed client report. The total income from Social Security and the other possible income (additional work years and non-Social Security pension income) is calculated and either subtracted or added to reflect the income gap of the client’s annual income need.

This helps the advisor and client see how much Social Security may fall short, if at all, and transitions the conversation to focus on other assets that will help satisfy that income need. Please contact the Support Team if you have any questions at 877.844.7213.

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