by Carolyn Rothwell on July 16, 2014

Easy Money Power Planner vs. Golden Years Cash Flow - TOTAL Planning Suite


TOTAL Planning Suite uses a single input platform and database to deliver two planning approaches with Easy Money Power Planner and Golden Years Cash Flow.  We have created a tutorial and video to clearly explain the fundamental differences between the two reports, and which method is the best fit based on your clients’ needs and planning objectives.  Easy Money and Golden Years both provide retirement planning, but use different planning methods and underlying assumptions. Easy Money uses a goal-based method, while Golden Years uses a cash flow method, and the following resources will explore exactly what that means and other important distinctions between the two planning approaches.

Tutorial

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Video

EZGYTutorial

  EZGYVideo-2

This ten-page tutorial will explain the key differences between Easy Money and Golden Years, important assumptions, and the purpose of goal-based and cash flow planning methods.

  This six-minute video will explain the history behind the two planning methods, the objectives of each method, and help you determine which is the best fit for your clients.

Note:  Silver Financial Planner is not included in the Easy Money vs. Golden Years discussion, but please note that Silver uses a goal-based planning approach. 


 

 

  Try TOTAL Planning Suite Free for 30-days  Trials Include Easy Money & Golden Years       Try TOTAL Online Free for 30-days  Trials Include Easy Money & Golden Years

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.