eMoney Tip of the Week #85 2023 Updates Part 2
Our CEO, Greg Furer, walks you through some of the 2023 updates to eMoney Advisor including the ROTH conversion tool and solvers using probability of success under the Insights tool.
eMoney Tip of the Week #84 2023 Updates TOD Option, Progress Report and Reports in Decision Center
Our CEO, Greg Furer, walks you through some of the 2023 updates to eMoney Advisor including the new TOD functionally for investment and cash accounts, the Progress Report and Reports in Decision Center.
eMoney Tip of the Week #83 Monte Carlo vs Linear Assumptions
Special guest Jared Russ from LPL Financial Planning along with Greg Furer debate using Linear vs Monte Carlo assumptions in eMoney Advisor Advanced Planning software.
eMoney Tip of the Week #82 Our Top 3 Favorite Reports
Special guest Jared Russ from LPL Financial Planning along with Greg Furer debate their top three favorite reports in eMoney Advisor Advanced Planning software. Jared’s Top 3 1. Subreport “Tax Type” under “Assets” 2. Income Tax 3. Balance Sheet Greg’s Top 3 1. Ledger 2. Cash Flow 3. Sub Report “Beneficiaries” under “Fact Summary”
eMoney Tip of the Week #81 Spend vs Save with “Year-End Savings”
Special guest Jared Russ from LPL Financial Planning along with Greg Furer debate using the default of “Spend” vs “Save” with “Year-End Savings” in eMoney Advisor Advanced Planning software.
