RazorPlan Plus – An Overview
With the release of RazorPlan Plus some powerful new features were added. This video demonstrates these new features and gives you an idea of the power of RazorPlan Plus.
June 12, 2019/by Mike HoweRazorPlan CEO on Joining Nest Wealth
Our common vision is to continue to support both technologies as independent platforms as they currently are, in addition to an integrated solution.
May 16, 2019/by Mike HoweNew Feature: Report Customization
By design all RazorPlan reports are very graphical, In the latest version of the program key graphics in the report can now be edited to better suit your needs. In addition to the report logo, which was already customizable, the ability to change two graphic areas of RazorPlan reports has been added.
May 9, 2019/by Mike HowePlanning as a Concept: Estate Planning
This final instalment in our Planning as a Concept series, the Estate Planning concept, uses estate worth as the key metric of value. Clients will be more motivated to act when they see the results your advice offers - to the tune of $248,000 over 15 years in our example.
February 19, 2019/by Dave FaulknerPlanning as a Concept: Retirement Planning
Focusing on creating a retirement nest egg and sustainable retirement income, the Retirement Planning concept, part 5 of our series, uses income producing assets as the metric, improving results by $38,000 over 15 years vs. a product-only recommendation.
February 5, 2019/by Dave FaulknerRazorPlan 2019 Tax Update
Each year as part of your subscription to RazorPlan, the program is updated for any changes in the tax calculations. In February 2019 we updated RazorPlan for the following changes to the program’s tax calculations
February 4, 2019/by Mike Howe