General
- How to Use the Financial Info?
- Why can't I export my Financial Data?
- What is the purpose of the Retirement Age inside Client / Spouse Profile?
- Can I split a joint profile or combine two single profiles?
- Does GoalsMapper uses age next birthday or age last birthday?
- In joint planning, how can I tell if the plan belongs to the client or the spouse?
- Why is there only joint cash savings under joint planning?
- Is joint planning only for married couples? Can it be for siblings or partners?