Frequently Asked Questions = FAQ’s

Does the price include all of the templates shown on the website?
How hard is it to learn to use your software?
How hard are the templates to use?
How often do you send updates?
Is there a way to input different rates of return over the life of the retirement plan?

Does the price include all of the templates shown on the web site?
Yes, and a few others.

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How hard is it to learn to use your software?
Because our spreadsheets are built in excel it is a common format which most people have received training in the use of. All of the data entry cells such as name, age, amount are color coded and so you can quickly identify which areas need to be input. The cells containing formulas are protected from accidentally damaging your templates. As a result the files are very easy to use even for an inexperienced operator.

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How hard are the templates to use?
You can prepare most reports in less than a minute and have them print out a very presentable report and/or chart. Also see above.

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How often do you send updates?
We send at least 4 updates a year along with any new templates that have been added to the package since the last update. These update files automatically install the latest tax tables and rates onto your computer.

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Is there a way to input different rates of return over the life of the retirement plan?
Yes, you can adjust the future return rate by adjusting the assumed inflation rate at a future date. This will have the same mathematical effect as adjusting the return rate. On the worksheet entitled “Funding Requirements for Retirement” enter the first inflation rate on the Joint or the Client worksheet. Then enter the client’s age for changing the inflation rate. Enter the new assumed inflation rate. The computer will make the calculation from that point forward and put a note to that effect in the notes section of page 2 of the report.

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Phone: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

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