If you are attending TD Ameritrade Institutional’s national conference in San Diego this week, please stop by our exhibit in the Veo® Integration Partner kiosk area. Money Tree is an invited Veo open access technology provider. Money Tree's President, Mark Snodgrass, will be demonstrating TOTAL Online for Veo. This integration allows real time access Veo client data in TOTAL Online to streamline your process for creating financial plans.
Money Tree's Financial Planning Software Blog
With the new year comes new tax rules. 2015 marks the second year in a row of straightforward tax changes, primarily made up of simple inflation adjustments.
Income tax rates remained unchanged, while income tax brackets, personal exemptions and standard deductions were adjusted upwards for inflation. The AMT exemption amount was increased for inflation, from $82,100 to $83,400 for married filing joint filers in 2015. The estate tax exemption grew by $90,000 per person to $5,430,00. For more details, view IRS Revenue Procedure 2014-61.
This tech tip details the steps to install, transfer data, and license Silver Financial Planner (desktop edition) to a new computer. If you use Silver Online, no action is required - simply will open a browser and login and start planning.
This tech tip details the steps to install, transfer data, and license TOTAL Planning Suite - Easy Money and Golden Years (desktop edition) to a new computer. If you use TOTAL Online, no action is required - simply will open a browser and login and start planning.
On Tuesday, Janunary 13th TOTAL Online will be down for maintenance from 6-7 PM PST
(9-10 PM EST).
Money Tree needs to perform a maintenance item that require TOTAL Online to be down for a short period of time and have tried to schedule it during a time when it will have less impact on our customers. We are taking steps leading up to Tuesday to limit this downtime to be as short as possible.
We will be closed New Years Day to ring in 2015, and will be back in the office Friday, the 2nd.
Money Tree wishes you all a very happy new year!
To wrap up the last post of 2014, we are sharing the top 10 posts of the year, and throwing in the top 5 tech-tips for Silver Financial Planner and TOTAL Planning Suite of all time.
Top 10 Posts of 2014:
- How do you Estimate Clients' Retirement Expenses for Financial Plans?
- Adjusting Retirement Spending Needs in Silver and TOTAL Planning Suite
- Calculating Taxable Social Security Benefits - Not as Easy as 0%, 50%, 85%
- Top 10 Silver Financial Planner Questions Asked to our Support Team
- Which Clients are most likely to Leave? Client Retention Study
- Free Medicare Guide for Financial Advisors - Updated for 2014
- 2015 Retirement Plan Contribution Limits Announced by IRS
- Summer Release of TOTAL Planning Suite - Available Now!
- Easy Money Power Planner vs. Golden Years Cash Flow - TOTAL Planning Suite
- How to Update State Taxes in TOTAL Planning Suite (Desktop Edition)
Tags: Holiday Hours
Tags: Holiday Hours
An update was made to TOTAL Online yesterday, Wednesday 12/17, that includes two new features and significantly improved performance in the expense section.
New Feature: Express Reports
Express reports have been added as an additional report category. A few of the express reports have been available to be added to the main Easy Money and Golden Years reports. Now the full set of express reports can be generated separately, matching the feature available in the desktop edition.
Tags: TOTAL Online
I noticed several holiday tipping articles in the news the last couple of days, and this morning I pulled out of my driveway and noticed my neighbors had left envelopes with bows on top of each of their garbage/recycling/yard debris containers. I personally love the idea of tipping, along with a thoughtful note, as a way to thank and acknowledge those that help me so much on my day-to-day and week-to-week to-dos.
Retirement-aged American's didn't not fair well, or we might say failed miserably, on a basic retirement income literacy quiz conducted by The American College. The RICP® Retirement Income Literacy Survey provides a great insight into the financial knowledge of retirement aged Americans. Retirement-aged Americans face a large number of very important financial decisions and have a great need to understand basic retirement income strategies in order to preserve their assets in retirement.