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.
