Target-Maps®

Illustrate funding for goals quickly and easily

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15 articles in this collection
Written by Michael Schwabe

Education Funding

Show where you can provide options for education funding
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Written by Michael Schwabe
Updated over a week ago

Target-Map Cash Flow Details

Understand the impact of annual cash flows for funding the client's financial goals
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Written by Michael Schwabe
Updated over a week ago

Make a Target-Map Fast

Illustrate funding for goals quickly and easily
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Written by Michael Schwabe
Updated over a week ago

Edit a Target-Map

Fine tune funding requirements, funding sources, taxes, and COLA
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Written by Michael Schwabe
Updated over a week ago

Understanding Target-Map Output

Learn the story a Target-Map tells
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Written by Michael Schwabe
Updated over a week ago

Clone a Target-Map

Run scenarios using Target-Map clones
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Written by Michael Schwabe
Updated over a week ago

"What you have" tab: add Funding Cash-flows and Assets

Add other cash-flows and assets to help fund the need
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Written by Michael Schwabe
Updated over a week ago

"What you want" tab: add Desired Cash-flows and Assets

Include a new car, a new roof, or any additional needs
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Written by Michael Schwabe
Updated over a week ago

Reorder Target-Maps®

Drag-Drop Target-Maps in the order you like
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Written by Michael Schwabe
Updated over a week ago

Expected Net Return on Capital

The rate you need to calculate net present value
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Written by Michael Schwabe
Updated over a week ago

Annual Increase of Contributions

Compensate for inflation
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Written by Michael Schwabe
Updated over a week ago

Retirement Analysis - Target-Map® Report

Contributions, Funding, Security, COLA, Returns all play a part.
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Written by Michael Schwabe
Updated over a week ago

Increasing the Net Growth Rate Lowers the Surplus. Why?

Effect of Adjusting the Net Growth Rate on a Target-Map Surplus
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Written by Michael Schwabe
Updated over a week ago

Duration of Contributions

The number of years before the first desired cash-flow
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Written by Michael Schwabe
Updated over a week ago

Target-Map Math Report

Understand Target-Map math and calculations
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Written by Michael Schwabe
Updated over a week ago