How to Manage Money in Your Marriage

Managing Money in Marriage Podcast

Consider these statistics on marriage and money. In a 2013 survey by National Center for Biotechnology Information, almost 36% of couples cited financial problems as the reason for their divorce, making money the fifth leading cause of divorce in the study1. The same year, in an Institute for Divorce Financial Analysts study, 22% of advisors…

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Leading with Monte Carlo Analysis for Financial Planning in Uncertain Times

Monte Carlo Analysis Stephanie McElheny blog

Investors tend to get anxious when markets experience volatility. They’re concerned about portfolio performance and the impact that it has on their financial plan, which is understandable when they see their assets fluctuate in value. Like most advisors when markets take a downturn, we spend the majority of our time listening to clients’ concerns and…

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So You’re a Young Professional…Now What?

When your younger clients—those just out of college—enter the workforce, they often become fully responsible for their finances for the first time. But, because so many have no substantial personal finance knowledge, they rarely know how to start. Episode 2 of eMoney Advisor’s “That Makes Cents” podcast focuses on exactly this dilemma. Celeste Revelli, CFP®,…

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Adviser Investments Drives 1,000% Planning Growth Among Clients with eMoney

Advisor Investments | Financial Planning | eMoney

Based in Newton, Mass., Adviser Investments helps clients achieve their unique goals and aspirations by combining investment management with financial planning. To build out their planning offering, in 2017, Adviser Investments acquired Braver Wealth Management, a firm with $1 billion in AUM and a focus on comprehensive financial planning. With Braver, the firm could offer…

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9 Things You Don’t Know About eMoney: University Program

“An investment in knowledge pays the best interest.” – Benjamin Franklin As a renowned author, scientist, and inventor, Mr. Franklin knew a thing or two about education and learning. In the spirit of the man who would one day grace the $100 bill, eMoney launched their University Program, helping develop the next generation of financial advisors,…

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Managing the Complete Financial Picture: Held Away Assets

We know eMoney helps financial professionals grow their business by giving them the tools needed to better serve their clients, but we want you to hear it straight from those who we’ve helped the most–real eMoney users. This customer story details how an advisor was able to take their clients’ held away assets into consideration for a more accurate financial plan.

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