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.
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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.
#80 Stock Options Illustrating in Decision Center – Part 7
In this seventh and final video in the series on Stock Options, special guest Will Bohne from Embark Financial Partners walks you through the basics of illustrating stock options in the Decision Center tool including concentration risk
#79 Stock Options Using Reports – Part 6
In this sixth video in the series on Stock Options, special guest Will Bohne from Embark Financial Partners walks you through the basics of illustrating stock options using reports in eMoney Advisor Advanced Planning tool.
#78 Stock Options Using Strategies – Part 5
In this fifth video in the series on Stock Options, special guest Will Bohne from Embark Financial Partners walks you through the basics of illustrating stock options in eMoney Advisor Advanced Planning tool using strategies.
#77 Stock Options Using Lots – Part 4
In this fourth video in the series on Stock Options, special guest Will Bohne from Embark Financial Partners walks you through the basics of illustrating stock options in eMoney Advisor Advanced Planning tool focusing on using the Lots inside the option.
#76 Stock Options NQSO Entry – Part 3
Do you know how to input stock options into eMoney? In our eMoney tip of the week that is part 1 of a 7-part series on Stock Options, with special guest Willianm Bohne, CFP© from Embark Financial Partners, he walks you through the basics of how to input stock options into eMoney Advisor Advanced Planning …
