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Setting Up Your Sharing Rules
Whether you’re a new advisor to the eMoney platform or have just added a Support user to your team, you’ll want to include Sharing Rules as part of your setup process. With Sharing Rules, you can...
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How to Check Facts and Troubleshoot with Reports
eMoney reports enable you to present retirement, insurance, or estate planning solutions to your clients. But before jumping into these conversations, it’s essential to ensure you’ve entered the...
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How to Model a Reinvestment Technique
A reinvestment technique in eMoney will reinvest an individual account or all accounts from its current asset allocation to a new model portfolio. Today, we’ll look at how to model a reinvestment...
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How to Set Up a Roth Conversion in eMoney
Many high-income earners believe that the tax-deferred earnings and tax-free withdrawal benefits of a Roth IRA are closed to them. After all, in order to open or contribute to a Roth IRA, a single...
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How to Troubleshoot Taxes in eMoney
Taxes are one of the most complicated aspects of eMoney’s planning simulation. Each year we update our tax assumptions to account for any new tax laws (for example the Tax Cuts and Jobs Act plus more...
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Refinancing in eMoney
Refinancing a home loan can cost your clients as much as three to six percent of the loan's principal in addition to the administrative costs like application fees and title searches. So when does it...
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Understanding Your Investment Assumptions
Your Investment Assumptions power the cashflow simulation at the core of all of your client's financial plans. So it's important to understand each of the building blocks that go into constructing...
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Entering Stock Options into eMoney
Companies utilize stock options to attract, incentivize, and motivate top talent with competitive financial compensation. The life cycle of a typical non-qualified stock option has four stages: when...
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Building Presentations with Advanced Planning Scenarios
Presentations are a great way to organize and share your client’s data. In eMoney, you can create a presentation that captures a summary of your client’s facts, shows their lifetime cashflow...
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How to Enter An Annuity into eMoney
Annuities are a type of investment account guaranteed by an insurance contract. So whether a client is looking to add another guaranteed income stream to their retirement plan or is currently saving...
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