NaviPlan Standard Windows-based Training & Support
Quick Tips
Calculating costs that end upon
the death of a spouse
Change the appearance of a graph
to suit your needs
Changing Return Rates for a Specific
Asset
Copying asset class weightings
settings to another computer
Defined benefit pension payout
options
Deleting NaviPlan client files
Downsizing a home for retirement
in NaviPlan Standard
Duplicating and renaming concepts
How to edit and export reports
Estate planning: How to model
a Revocable Living Trust
Financial Needs Assessment report
Gifting qualified plans to charity
at last spouse's death
Changing investment objectives
in NaviPlan Standard
Keep all your client details
in one place
Linking Assets in NaviPlan Standard
Linking non-qualified assets
to the retirement goal
How to model a stretch (multigenerational)
qualified asset in NaviPlan Standard
Restoring the printer icon to
the desktop
Save data entry time using the
Duplicate button
NaviPlan Standard cannot initialize
its security sub-system! Code: -102
Short-term vs. long-term capital
gains treatment
The Planning Assistant category
Tracking the difference between
plans
Using the File Cabinet to store
client files
Using auto-fill to project future
premiums, CSVs, and death benefits
Using the CTRL key as a shortcut
to categories
Working with the Retirement Goal
Category
