Reviews written by WWA4ME

Misleading topic - Low-expense portfolios were just an aside. I've seen the spreadsheet before, was looking for something new.

Very complex topic. Thanks for tackling

Interesting perspective. New information and way of looking at economy and investing.

Great discussion points with clients. tough choices to make in not skimping in the early years yet still having enough to not run out of money.

Lots of food for thought. I've never really trusted outcomes and we re-run plans on a regular basis.

Overwhelming

Good refresher

Always pick up a new nugget of information

I like the tax implications, but the investment risks were glossed over. I think it makes sense to try to locate asset classes and do that with current portfolios....

Very thought provoking. He also had a couple of slides that really put things into perspective in terms of services being offered and risk management.

Starting to get beyond what I am interested in tackling for myself. I'll have to play and see if I can apply what was covered. I just want one team...

Perfect timing for me - getting organized is on my year end priority list and this made a whole lot of sense. I just subscribed to Evernote and was looking...

We have used ProTracker for about 2 years and I am in the process of reevaluating our CRM. I am looking at web-based applications as well as re-evaluating Junxure. Junxure...

Lots of great tips for researching prospects and just doing searches in general. It is a little creepy in some ways to have that much data available. I have encourage...

Raises issues surounding personal information. We have one client in MA and I wanted information around the new rules. This webinar answered my questions and gave me more food for...

We have used for about a year and have had few problems. When we do have problems we interface with Money Guide Pro. They keep adding links to new institutions....

I know it is not perfect, but suits my needs and my younger planning-only clients love working with it. It allows me to deliver cost effective planning to clients outside...