Settings & Assumptions

FCC distinguishes recorded financial data from planning assumptions. Assumptions remain editable and visible instead of being hidden inside code.

Liquidity Reserve Policy

Administrator-controlled operating liquidity. FCC protects only the selected number of months of essential operating expenses. The system enforces a hard maximum of three months so excess cash can remain invested.

Current setting: 3 months.

Tax Planning Assumptions

These are planning effective rates, not a tax return. Before the move, the central forecast uses 0% state income tax under the current Florida-residency assumption; after the saved move date it uses the destination-state planning rate below.

Investment Alerts

Maturity planning window: 60 days

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