Updated Articles

  1. Generate Report Function

    The Reports Landing Page allows you to instantly capture and share a customizable snapshot of your client's financial data.  The report is created as a pdf document so it is easy to give digitally or in a paper format.  You can use the simple c...
  2. Understanding the Data from the Select Pages in Reports

    In this how-to guide, we use a hypothetical example to detail where all the information in the [Name of Report] is gathered. This will show you precisely where each piece of information is gathered within SIPS before it is compiled into the final...
  3. Planned Yearly Income Graph

    The Graph Landing Page gives your clients an immediate, visual understanding of their structured income plan.   The planned yearly income allows your clients to quickly understand their structured income plan . Below is a hypothetical example o...
  4. Projected Account Value Graph

    The Graph Landing Page gives your clients an immediate, visual understanding of their structured income plan.  The Projected Account Value graph is a visual way to see how the accounts total column has changed over time. We will walk through a ...
  5. View Comparison Function on the Asset Allocation and Net Worth Landing Page

    On the Asset Allocation and Net Worth page, you can easily compare two different scenarios if you'd like to compare different asset allocation startegies. The View Comparison button allows you to compare two different scenarios side by side. If you...
  6. Troubleshooting: "social security information is blank." Error Message

    This article provides a step-by-step solution for the  'social security  information  is blank'  error message. This error occures when you try to add Social Security income to the Structured Income Planning Page before entering the details on ...
  7. Asset Allocation and Net Worth

    On the Asset Allocation and Net Worth page, you can see a summary of the monetary assets at the start of an income planning scenario. You can also easily compare two scenarios if you’d like to compare different asset allocation strategies between...
  8. Tax Calculation Option: Adding Income and Expenses into a Structured Income Plan

    Discover how to create and configure tax calculations for incomes and expenses within a hypothetical structured income plan. Correctly setting up these options is essential for accurately forecasting your effective tax rate. This three-part guid...
  9. Tax Calculation Option: Adding Assets into a Structured Income Plan

    Discover how to create and configure tax calculations for common structured income plan assets (brokerage, IRA, Roth) from the client dashboard. This three-part guide covers Initial Setup , T ax Option Configuration , and  Verifying the Projec...
  10. Part Three: Forecasting Effective Tax Rates While the Client is in Retirement and Social Security Starts Up

    This is the third part of a four-part article on the Cash Flow and Tax Advisor Calculator. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate betw...