Course curriculum
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Welcome!
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Dashboard Overview
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Asset Allocation & Projected Investment Balances
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Net Worth Summary, Projections & Today's Dollars
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Shortcuts
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Linking & Adding Investment Accounts
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Cash Flow Inputs Overview
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Adding & Editing Investment Accounts
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How to Enter Cash Inflows
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How to Enter Spending Goals
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Assets & Liabilities
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Running Scenarios in Cash Flow Inputs
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Personal Information
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Entering Annual Living Expenses
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Inflation & COLA rates
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Federal & State Income Tax Settings
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Adding an Asset Reallocation, Investment Fees & Other Settings
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Running Scenarios in Plan Settings
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How Monte Carlo Works in WealthTrace
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How to Interpret Your Monte Carlo Results
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Cash Flow Projections Overview
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About this course
- Free
- 29 lessons
- 0.5 hours of video content