Reviews written by Rusty Cagle

3 results - showing 1 - 3  
 
 
The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
Rusty CagleRusty Cagle   March 24, 2021
9.0
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Optimizing Withdrawals From Taxable Portfolios
Webinars
Rusty CagleRusty Cagle   February 23, 2021
8.0
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eMoney
Financial Planning
Rusty CagleRusty Cagle   April 21, 2014
Overall rating 
 
 
4.2
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
4.0

Overall very pleased with eMoney

While not a perfect program, we find it very helpful for planning purposes and clients really like the personalized website.

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3 results - showing 1 - 3