Download this app from Microsoft Store for Windows 10, Windows 10 Mobile, Windows Phone 8.1, Windows 10 Team (Surface Hub), HoloLens. See screenshots, read the latest customer reviews, and compare ratings for Money Tracker Pro. MoneyGuidePro was the winner in terms of market share: 36.10% of those surveyed who use financial planning software in their practice rely on MoneyGuidePro. Considered one of the most comprehensive. Fundamentals and valuations are secondary to shifting money into certain sectors. Coinbase Is Not Loose Change: How I'm Building a Position. Wednesday on Real Money Pro. Make this stock. However, it does offer a money-back guarantee, so if you decide it won't work for you, you'll need to request a refund within 30 days of purchase. Learning to Use the New Personal Finance Software You will have a slight learning curve when navigating any new personal finance software that replaces Microsoft Money.
LIFESTYLE GOALS
What Your Clients Really Care About
Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you.
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Play Zone®
Interact with Their Lifestyle
Using sliders, this unique interactive feature allows clients to vary plan elements that are within their control, e.g., retirement age, goals and savings, and immediately see the impact
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Holistic Stress Testing
Manage Long-Term Expectations
What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone's control and answer tough questions in the move of a simple slider.
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Money Programme
Cash Flow
Bring the Detail When You Need It
Map out your client's retirement years with the Retirement Cash Flow Chart. The chart plots out the various goals, options, surpluses and shortfalls that can happen over the life of the plan, based on your client's plan inputs.
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Money Problems Math
Jim Cramer
Cramer founded TheStreet in 1996 and writes daily market commentary for Real Money Pro. In addition to hosting Mad Money with Jim Cramer on CNBC, he manages Action Alerts PLUS, an investing club that follows positions and trades of his charitable portfolio. Cramer graduated magna cum laude from Harvard, and after several years as a newspaper reporter, he returned to earn a law degree. Instead of practicing law, Cramer joined Goldman Sachs and went on to manage his own hedge fund. He retired from active money management in 2000 to embrace media full time and has authored seven books on investing.
Doug Kass
Kass cut his teeth as an investigator and truth-teller as a member of 'Nader's Raiders,' Ralph Nader's crusaders for consumer protection and safety. Kass held senior positions at brokerages, hedge funds and other institutions for the next three decades, before launching his own hedge fund, Seabreeze Partners Management, where he is currently President.
Dawn Kawamoto
Kawamoto is an award-winning journalist who has written technology business stories for such publications as CNET's News.com, AOL's DailyFinance and The Motley Fool. More recently, she served as associate editor for technology careers site Dice.com.
Paul Price
Price has worked for Merrill Lynch, A.G. Edwards, Wachovia Securities and Ferris Baker Watts during his Wall Street years. He was among the most successful retail brokers and equity option traders at each of those firms.