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Advanced Settings – Adjusting Growth Rates ................................................................................................... 25
Edit the Growth Rate of Julia's 403(b) Plan ............................................................................................................................... 25
Edit the Growth Rate of John's 401(k) Plan .............................................................................................................................. 26
Social Security ....................................................................................................................................................... 27
John's Social Security Benefit......................................................................................................................................................... 27
Julia's Social Security Benefit ......................................................................................................................................................... 28
Let's See - Track Future Employment and Retirement Income in the Cash Flow Chart ........................... 29
Savings .................................................................................................................................................................... 34
Investments............................................................................................................................................................ 37
Let's See – Track Savings and Investments in the Cash Flow and Assets Charts ......................................... 39
Property / Assets ................................................................................................................................................... 44
Linked Debts - Enter the Campbell's Mortgage ....................................................................................................................... 45
Debts....................................................................................................................................................................... 47
Linked Debt Payment Expenses - How to Adjust Future Mortgage Payments ................................................................ 47
Let's See – Track Properties and Debts in the Cash Flow, Assets, and Debts Charts ................................. 48
College Planning .................................................................................................................................................... 53
College Expenses................................................................................................................................................... 53
Alex's College Expenses – In-State University.......................................................................................................................... 53
Martina's College Expenses – Private College .......................................................................................................................... 55
College Savings ...................................................................................................................................................... 57
Alex's 529 College Savings Plan .................................................................................................................................................... 57
Martina's 529 College Savings Plan .............................................................................................................................................. 58
Let's See – Track College Savings and Expenses in the Cash Flow, Assets and Expenses Charts .............. 59
Taxes....................................................................................................................................................................... 65
John's Taxes ....................................................................................................................................................................................... 65
Julia's Taxes........................................................................................................................................................................................ 66
VOYANT ADVISOR INTRODUCTORY TUTORIAL – BUILD YOUR FIRST CLIENT CASE
(Tutorial 1)
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Use of this information is solely for the recipient of this document.
Voyant, Inc. 2011
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