Inflation: Enter the rate of inflation by which the analysis will be based. This rate of inflation will affect the lifestyle needs of your clients and establish the base inflation for Government Benefits and Sources of Retirement Income.
Real Estate: Enter the annual growth rate to apply to all real estate properties; personal and corporate.
Business Value: Enter the annual indexing applied to Corporate Goodwill & Operations.
Lifestyle Debt: In situations where a client falls short of funding their Retirement Income Needs, the software will access the Lifestyle Line of Credit to fill deficiencies. The Lifestyle Debt field allows you to control what interest rate to apply to money borrowed through the Lifestyle Line of Credit. This interest rate will increase the value of the debt over time and may eventually outweigh the total value of fixed assets reducing the client’s Net Worth to zero.
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