video1.0<iframe src="https://www.loom.com/embed/542f1982734843128ba7e7a68a1c0104" frameborder="0" width="1834" height="1375" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13751834Loomhttps://www.loom.com13751834https://cdn.loom.com/sessions/thumbnails/542f1982734843128ba7e7a68a1c0104-0e2b0bc474eac168.gif205.3In 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.