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Cash Flow Details Underfunded While Target-Map™ Bar is Fully or Overfunded

Michael Schwabe avatar
Written by Michael Schwabe
Updated yesterday

Here is an edge case where occasionally the values seem counterintuitive: the cash flow details show the client running out of money when the Target-Map bar shows fully funded or overfunded for the project.

The issue may arise from the fact that cash flow sources, such as retirement pensions, are available until a later age (as indicated on the What You Have page) compared to when the plan concludes (as shown on the What You Want page). The cash flow report highlights this discrepancy. To resolve this, adjust the cash flow funding sources to match the plan's end date, which will clarify the situation.

Please watch the following video and consider double-checking if you are ending the cash flow funding sources (What you Have) at the right time.

5/2025

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