Target-Maps®

Illustrate funding for goals quickly and easily

Michael Schwabe avatar
13 articles in this collection
Written by Michael Schwabe

Target-Map® Cash Flow Details

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

Edit a Target-Map®

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

"What you have" tab: add Funding

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

Education Funding

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

Reorder Target-Maps®

Prioritize the funding discussion using Drag and Drop
Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

Expected Net Return on Capital

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

Clone a Target-Map®

Run scenarios using clones
Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

Annual Increase of Contributions

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

Retirement Analysis - Target-Map® Report

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

Duration of Contributions

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

Target-Map® Math Report

The math and calculations behind the report
Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago