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Talk:Financial planning assumptions

From finiki, the Canadian financial wiki
Latest comment: 22 September 2025 by LadyGeek in topic Ready for main space?

Ready for main space?

I'm done developing this page. I would appreciate a review. Thanks! Quebec 12:33, 21 September 2025 (EDT)Reply

I have reviewed the page and provided several updates. Please ensure that I have not changed anything that would impact investors, as I am not familiar with Canadian investments. If you need assistance to move the page (put it in the article /main namespace), post here and I will move the page for you. LadyGeek 15:20, 22 September 2025 (EDT)Reply
Hi LadyGeek, thanks for the review.
About the lead section: I have read most of Wikipedia's Manual of Style/Lead section article to try to understand why you changed (shortened) the lead section of the current article. I could not figure it out. In my opinion, the revised lead section was too short and failed include "a summary of its most important contents" or a "concise overview of the article's topic". In particular, financial planning assumptions should include life expectancy and probably asset class correlations, but this was only mentioned in the new "overview" section (now merged back in the lead section which is both an introduction and a summary/overview, according to Wikipedia). Wikipedia further states that "few well-written leads will be shorter than about 100 words; the leads in most featured articles contain about 250 to 400 words". The lead section as reintroduced (and slightly expanded) is still only about 150 words, so there is no need to cut the size, IMO. Potentially the wording can be clarified, however.
Regards, Quebec 19:15, 22 September 2025 (EDT)Reply
Hi Quebec, you're welcome. It was my attempt to provide a brief overview that included the page name. The new paragraph you've added ("This article first explains...") is what I was looking for and was missing from the prior description. Consider that readers want to immediately understand what the article is about before they read further - especially for readers using a cellphone with a small display. Placing everything in the first few sentences will help them decide if the article is what they are looking for. For example, the introduction could start as:

Financial planning assumptions first explains how to understand expected returns. It then introduces well known sources of financial planning assumptions used in Canada. Finally the article concludes with a brief discussion of how to deal with the uncertainty around those assumptions.

Then, follow with the detailed explanation in the next paragraph. If you disagree and wish to retain the current lead section, I have no objection. The page is ready for the main space. LadyGeek 19:32, 22 September 2025 (EDT)Reply