Do you know how to use the buy/sell technique in eMoney to show the impact of buying or selling an asset? In our eMoney tip of the week, Greg Furer walks you through a common technique we use in eMoneyAdvisor Advanced Planning, called the buy/sell technique. You can use this to illustrate a client buying a second home, downsizing a house, buying a bigger house, buying a business, and so much more. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip
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Which options do I chose when inputting social security into eMoney? In our eMoney tip of the week we run you through how to input social security into eMoney advanced planning software. eMoney can be a powerful tool to show the effects of social security options on your clients’ financial plans but you have to know how to use the input and output features with social security. We hope this tip helps empower you to do more plans so you can impact more lives. Don’t want to miss a tip of the week?
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