What makes retirement projections software good? If you are like me, when you evaluate new software you are looking for specific features. You wonder: “How will this software take care of “X”? Or, “Can it help me with “Y”.
We’ve been working hard for the past 5 years to bring you financial planning software that is intuitive, interactive and impactful so that you (and your clients) can easily determine which strategies add to and detract from building long-term, after-tax wealth.
On February 27, 2018 the federal government released Federal Budget 2018. It’s titled, Equality and Growth, A Strong Middle Class. You can view the entire 369 page report at this link, but perhaps first read this quote from Jamie Golombek, Managing Director, Tax and Estate Planning with CIBC in Toronto: