Learning Center

When you set up your housing entry, pay close attention to the "Real Appreciation Rate." For most users, the default 0% real appreciation rate is ...

A large profit on the sale of your home could be responsible for showing a large negative Housing amount. The calculation for this column can be seen in det...

The Tax Cuts and Jobs Act of 2017 (TCJA) reduced the federal income tax mortgage interest deduction from the amount of interest paid on $1,000,000 of debt t...

For any mortgage on your currently owned Primary or Vacation home, you can simply enter an additional monthly payment amount (in either today's or nomin...

If you own a home, which you rent, but into which you expect to move, please follow these steps. Enter the home (property A) as a property in the Real Est...

Enter the interest payments as deductible special expenses for the years you will be paying interest only. Your existing home during this period should be ...

If you will be inheriting or purchasing real estate in the future, you can use the real estate inputs.  Indicate "currently owned?" as NO Indic...

Modeling the early payoff of a mortgage.  A. Assume you have the cash in regular assets to pay off the mortgage Create an Alternative Profile called “pay...

You can add up to two future changes for both the Primary Residence and a Vacation Home in order to account for changes to your housing situation. If you s...

There is a full webinar, including Q&A after that, all told, includes several hours of discussion about reverse mortgages (RM).  Those videos can be...