Based on the "Who, What, When" Advanced Facts workflow, which of the following Facts would fall under the "When" category?

Based on the "Who, What, When" Advanced Facts workflow, which of the following Facts would fall under the "When" category?

• A. Salary growth
• B. Expenses
• C. Portfolio diversification
• D. Tax brackets

Answer: (B)

Timing matters: the workflow sorts facts by when they occur. When-related facts capture events tied to specific moments, schedules, or sequences that affect cash flow or planning. Expenses are time-related because they occur at particular dates and drive outflows at those moments, which is the essence of the “When” category. Salary growth describes how income changes over time, focusing on amount and trend rather than the exact timing of a transaction. Portfolio diversification concerns the mix of assets, not when a consequence happens. Tax brackets relate to rules for a given tax year, not the timing of a financial event. So expenses best fit the When category because they hinge on timing.

Timing matters: the workflow sorts facts by when they occur. When-related facts capture events tied to specific moments, schedules, or sequences that affect cash flow or planning. Expenses are time-related because they occur at particular dates and drive outflows at those moments, which is the essence of the “When” category. Salary growth describes how income changes over time, focusing on amount and trend rather than the exact timing of a transaction. Portfolio diversification concerns the mix of assets, not when a consequence happens. Tax brackets relate to rules for a given tax year, not the timing of a financial event. So expenses best fit the When category because they hinge on timing.