Money Tree's Financial Planning Software Blog

TD Ameritrade’s Advisor Conference & TOTAL Online for Veo®

Posted on Tue, Jan 27, 2015

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.

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Tags: Events, TOTAL Online, Integrations

2015 Tax Changes and Software Updates

Posted on Thu, Jan 22, 2015

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

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Tags: Silver Financial Planner, TOTAL Planning Suite, TOTAL Online, New Version, Silver Online, Tax Laws

New Computer - Steps to Transfer Silver Financial Planner

Posted on Fri, Jan 16, 2015

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.

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Tags: Silver Financial Planner, Tech Tips

New Computer - Steps to Transfer TOTAL Planning Suite

Posted on Wed, Jan 14, 2015

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.

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Tags: TOTAL Planning Suite, Tech Tips

TOTAL will be Down for Scheduled Maintenance on 1/13 at 6 PM PST

Posted on Tue, Jan 06, 2015

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. 

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Tags: Events, TOTAL Online

Happy New Year! Money Tree will be Closed New Years Day.

Posted on Tue, Dec 30, 2014

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:

  1. How do you Estimate Clients' Retirement Expenses for Financial Plans?
  2. Adjusting Retirement Spending Needs in Silver and TOTAL Planning Suite
  3. Calculating Taxable Social Security Benefits - Not as Easy as 0%, 50%, 85%
  4. Top 10 Silver Financial Planner Questions Asked to our Support Team
  5. Which Clients are most likely to Leave? Client Retention Study
  6. Free Medicare Guide for Financial Advisors - Updated for 2014
  7. 2015 Retirement Plan Contribution Limits Announced by IRS
  8. Summer Release of TOTAL Planning Suite - Available Now!
  9. Easy Money Power Planner vs. Golden Years Cash Flow - TOTAL Planning Suite
  10. How to Update State Taxes in TOTAL Planning Suite (Desktop Edition)

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Tags: Holiday Hours

Christmas Wishes and Money Tree's Holiday Hours

Posted on Tue, Dec 23, 2014

Money Tree will be closing at noon tomorrow for Christmas Eve, and closed Christmas Day to allow us to spend extra time with our friends and families.  If you have questions for our support team, email or call 877-421-9815 and we will be in touch with you on Friday. 
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Tags: Holiday Hours

TOTAL Online Update - Session Duration, Express Reports, Performance

Posted on Thu, Dec 18, 2014

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. 

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Tags: TOTAL Online

Need Help on How Much to Tip this Holiday Season?

Posted on Tue, Dec 16, 2014

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.  

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80% of Americans FAILED Basic Retirement Income Planning Quiz

Posted on Tue, Dec 09, 2014

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.  

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