{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/542f1982734843128ba7e7a68a1c0104\" frameborder=\"0\" width=\"1834\" height=\"1375\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1375,"width":1834,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1375,"thumbnail_width":1834,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/542f1982734843128ba7e7a68a1c0104-0e2b0bc474eac168.gif","duration":205.3,"title":"Heard | How to update your Allocation Guide ","description":"In this video, I walk you through how to make changes to your allocation guide after it’s been set up. I cover scenarios like living in a state without income tax, where you might want to decrease your allocation for tax savings, and how to add new allocation types for things like parental leave or vacation. I demonstrate adjusting percentages and ensuring they total 100%. Once changes are made, I show how to confirm and update your guide. Please remember to transfer the amounts between accounts as needed."}