- - - Screenshots - Income Graph - - -
Here is the screen showing the various income sources being used in retirement. The light blue shows you the inflated Retirement Income Goal. The dark blue shows you the social security estimate. You can actually turn off the social security estimate under the Settings menu if you prefer not to account for it. The green shows you income coming from interest on your savings. The gray shows you income coming from principal (i.e. you dipped into your principal to meet the income goal). The yellow shows you income from a pension. And most importantly, the red shows you any income deficit, if one exists. Clients like this approach because you can see the big picture of retirement (i.e. if you see red you need to rethink your plan), but at the same time you can see the exact details of where your income will be coming from.

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