Course curriculum

    1. Welcome!

    1. Dashboard Overview

    2. Asset Allocation & Projected Investment Balances

    3. Net Worth Summary, Projections & Today's Dollars

    4. Shortcuts

    5. Linking & Adding Investment Accounts

    1. Cash Flow Inputs Overview

    2. Adding & Editing Investment Accounts

    3. How to Enter Cash Inflows

    4. How to Enter Spending Goals

    5. Assets & Liabilities

    6. Running Scenarios in Cash Flow Inputs

    1. Personal Information

    2. Entering Annual Living Expenses

    3. Inflation & COLA rates

    4. Federal & State Income Tax Settings

    5. Adding an Asset Reallocation, Investment Fees & Other Settings

    6. Running Scenarios in Plan Settings

    1. How Monte Carlo Works in WealthTrace

    2. How to Interpret Your Monte Carlo Results

    1. Cash Flow Projections Overview

About this course

  • Free
  • 29 lessons
  • 0.5 hours of video content