Integrating Software into Your Financial Planning Process

Integrating Software into Your Financial Planning Process

I’m old enough to remember DIY Excel-based retirement calculators, a derivative of over-categorized household budgets. Some of us took those spreadsheets and developed tabs and tabs of additional analysis, and sold it as “customized financial plans.” I appreciate handmade quality as much as the next guy, but I’m young enough to know that for today’s […]

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Not Your Grandmother’s Retirement: Demand for Social Security Support Rising

Not Your Grandmother’s Retirement: Demand for Social Security Support Rising

According to a study published in early July, 2014, financial advisors want more tools and training to help clients with complex Social Security options. The topic, which has become increasingly popular among industry trade writers, financial advisors and their clients, shines a spotlight on the once overlooked retirement income vehicle that, with the right planning […]

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eMoney Tip of the Week: When Opportunity Reports Come Knocking…

Every week, eMoney generates Opportunity Reports to provide a snapshot of your entire book of business. These reports are designed to help you to identify potential sales opportunities, increase assets under management and provide superior customer service. To access your Opportunity Reports, select a client from your Client List. At the bottom of the page […]

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Retirement Planning with Company Stock Just Got Riskier

Retirement Planning with Company Stock Just Got Riskier

Do you have a client that sponsors a retirement plan that holds company stock? According to a June 26, 2014 article published by the National Center for Employee Ownership there are 6941 Employee Stock Ownership Plans (ESOP) covering 13.5 million participants and holding $214.4 billion in company stock as of 2011. In addition, there are […]

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