Income/Lifestyle

Income/Lifestyle Drill-Down windows will allow you to make year-on-year adjustments to income streams or lifestyle needs.

Start by selecting the Drill-Down button located to the right of the desired data element.

There are 2 ways to enter data; Entering Values Directly or Entering a Stream of Values.

*All values entered will be added to the existing data entry of the client.

Entering Values Directly

Individual values can be manually entered in any year. To enter or change any previously entered value, click the button, and enter/change the specific yearly value. To save the entry/change click . To cancel the change click .

!Any values entered in grey highlighted years are not calculated.

Entering a Stream of Values

Use the data entry area in the top right corner to include a stream of values over a specified time frame. Start by entering the Annual Value and Index assumption to use. Next enter the age that the value will begin and the age the value will end.

By clicking the values will be added accordingly.

*Any values entered will be added to the existing values listed on the left-hand side of the window.

Reseting Data

Click to remove the values entered in the Drill-Down area.

To close the Drill-Down window, click .

*If data has been entered in the Drill-Down window, the Drill-Down button will highlight green in the primary data entry screen.

Available Data Points

The current list of available Income/Lifestyle Drill-Downs are as follows:

Employment Income
Retirement Needs
Pensions
Employment
Other Income