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.
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.