Agreeing on the value of financial advice may seem easy given the wealth of information available on the internet. Yet the findings of a recent Morningstar survey reveal ample opportunities for advisors and investors to get on the same page.
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Helping Advisors prepare their clients for retirement since 1986.
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TRAK Introduces Custom Glide Path Functionality
The newest feature of TRAK 2019, a fully customizable Glide Path, easily overcomes this problem. A Glide Path allows the rate of return to lower as a client nears retirement. This new feature, found within the Deluxe Desktop Version of the Quick Gap calculator, is easy to configure and implement.
New TRAK Features – Fall 2018
We have recently introduced a number of new features in TRAK and have created a brief video illustrating a few of these new additions to the software.
Calculating Federal Deposit and Redeposit Service
One of the purposes of The Retirement Analysis Kit (TRAK) and TRAK-Online software is to reduce the complexity of financial planning – a solution to help advisors with the many complex calculations and illustrations while producing results that clients can easily understand. Nowhere is this more helpful than working with pension plans, which bring their complications.
Take-Aways from the Social Security Trustees’ Report
On June 5th, the Board of Trustees of the Social Security Trust Fund released their annual report. As you may expect, the report does not paint a rosy picture for the future of Social Security. Below are some take-aways from the report.
Tips for Matching a Paycheck in TRAK and TRAK-Online
TRAK’s Matching Paycheck Tool is available in both TRAK and TRAK-Online, this is a powerful calculator because when configured correctly you can match a client’s paystub, often down to the penny.
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