I'm a new (2 month) user of Income Lab. I was interested to hear from the panel ideas for presenting the information to clients and keeping it at a high level. They did a good job providing some ideas for staying out of the weeds.
- Jeffrey Z.
Great planning tool and insight on transitioning the planning focus for a client from the accumulation phase to the income/distribution phase.
- James M,
Just having the integrated model to solve for all situations is very powerful
- John O.