Reviews written by Celia

27 results - showing 1 - 25  
 
 
CeliaCelia   March 11, 2020
Rating 
 
 
10.0

The strategies that are most applicable to middle-class clients are of most interest to me, including tax-loss harvesting and Roth conversions.

CeliaCelia   February 19, 2020
Rating 
 
 
10.0

it will be very helpful to me in advising my near-retirement and early retirement clients

CeliaCelia   February 12, 2020
Rating 
 
 
10.0

it will be very helpful to me in advising my near-retirement and early retirement clients

CeliaCelia   December 18, 2019
Rating 
 
 
5.0

Very interesting. I will have to give additional thought to how I might use it in conjunction with MoneyGuidePro for client conversations.

CeliaCelia   November 11, 2019
Rating 
 
 
5.0

good info for client discussions

CeliaCelia   October 08, 2018
Rating 
 
 
5.0

This is really helpful and gives me plenty of food for discussion with clients.

CeliaCelia   June 20, 2018
Rating 
 
 
5.0

Since I don't work with trusts regularly, I would need to replay it to fully understand it, but I would occasionally have a use for some of the material....

CeliaCelia   August 30, 2017
(Updated: August 30, 2017)
Rating 
 
 
5.0

Good heads up for what may be coming down the road. Most of my clients are not HNW but there was helpful info here too for people of more...

CeliaCelia   January 07, 2016
(Updated: January 07, 2016)
Rating 
 
 
5.0

I appreciate economics webinars like this which help me in discussing expectations with clients, even though I mostly use index funds and a passive approach in my portfolios.

CeliaCelia   December 03, 2015
(Updated: December 03, 2015)
Rating 
 
 
5.0

I can see using these charts mainly to help younger clients. Also, I'd love to hear more about how best to dial back risk exposure just before and just...

CeliaCelia   October 22, 2015
(Updated: October 22, 2015)
Rating 
 
 
5.0

I really appreciate Craig's clear & simple explanations of this complex topic.

CeliaCelia   October 01, 2015
(Updated: October 01, 2015)
Rating 
 
 
5.0
CeliaCelia   July 13, 2015
(Updated: July 13, 2015)
Rating 
 
 
5.0

It was very useful for helping me pull together a lot of disparate economic data into a coherent whole I can use to talk to my clients about long-term planning....

CeliaCelia   August 21, 2014
(Updated: August 21, 2014)
Rating 
 
 
5.0

Definitely provided some food for thought and further investigation.

CeliaCelia   March 21, 2013
(Updated: March 21, 2013)
Rating 
 
 
4.0

I was happy to know that this resource is available.

CeliaCelia   February 14, 2013
(Updated: February 14, 2013)
Rating 
 
 
5.0

I'll be looking for updates on this topic. I've been looking for ways to gauge optimal uses of SPIAs in combination w/ stocks and bonds, really happy to see...

CeliaCelia   February 07, 2013
(Updated: February 07, 2013)
Rating 
 
 
5.0

-

CeliaCelia   January 05, 2012
(Updated: January 05, 2012)
Rating 
 
 
4.0

I was glad to attend a webinar on compliance; I'd like to see this happen at least a couple times a year.

CeliaCelia   October 27, 2011
(Updated: October 27, 2011)
Rating 
 
 
4.0

It was a huge amt of material in a short time. For me its main benefit is to point out topics to research further.

CeliaCelia   May 09, 2011
(Updated: May 09, 2011)
Rating 
 
 
4.0

-

Financial Planning
CeliaCelia   July 06, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Quirky but works

ok

CeliaCelia   June 10, 2010
(Updated: June 10, 2010)
Rating 
 
 
5.0

Plenty of food for thought! I will be sure to visit the estate-planning issues related to IRAs even with clients with smaller estates.

CRM Software
CeliaCelia   March 25, 2010
Overall rating 
 
 
2.5
Company  
 
 
4.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
4.0

Ok for now

I may move to Redtail as my practice grows.

CeliaCelia   March 18, 2010
(Updated: March 18, 2010)
Rating 
 
 
4.0

I'm very intrigued that this approach may help me better interact with clients regarding their life goals. I have been attempting a life-based approach since I started my...

27 results - showing 1 - 25