Navigating Liability Management in eMoney

Meet Frank and Joanna Miller, an average-income couple in their early 50s with a keen focus on retirement planning. Like many of your clients, they aim to retire without significant debt, making it crucial to manage liabilities effectively.

In the video below, Brett Tharp, a CERTIFIED FINANCIAL PLANNER™ professional on the eMoney Training team, shares insights on entering liabilities in eMoney, using the Millers as a practical example. Let’s explore how eMoney can help advisors like you navigate and optimize your clients’ financial strategies.

Managing liabilities effectively is integral to securing a stable financial future, whether tackling student loans or navigating unexpected financial challenges. Start the conversation today and empower your clients to achieve financial peace of mind.

Additional Resources:

• Liabilities (Mortgages and Loans)
• Reports FAQ