video1.0<iframe src="https://www.loom.com/embed/5d858de8df0f4f0ab33ddf06156e23fe" frameborder="0" width="1394" height="1045" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10451394Loomhttps://www.loom.com10451394https://cdn.loom.com/sessions/thumbnails/5d858de8df0f4f0ab33ddf06156e23fe-dc7093bb9eaafe87-full.jpg141.066Hi everyone, in today's video, I introduced you to the Accounts and Assets section of the Planner. I emphasized the importance of entering each partner or spouse's account separately with clear descriptive names to enhance reportability and clarity as your plan grows. I shared Elaine and Jerry's financial setup, including their 401k with an 8.08% nominal return and three taxable accounts, highlighting their investment strategies and tax implications. Remember to model personal property accurately, as I did with their Airstream and Crosstrek. Please take action by ensuring your accounts are set up correctly for optimal planning.