TOTAL: Planning Data - Future Change Table Amounts & Increase Rates
TOTAL, Money Tree's in-depth financial planning software, captures details of clients' situations with the ability to add future changes at any age. Future change tables are available throughout the planning data, allowing amounts to be changed, started or stopped anytime. The future change tables also allow the associated increase (or decrease) rate to be changed.
This blog post will break down and illustrate the relationship between the client's age, dollar amount, and the increase rate for the future change tables.