Money Tree's Financial Planning Software Blog


Roth IRA Conversions in TOTAL


by Carolyn Rothwell

Converting an IRA to a Roth IRA is simple, thanks to TOTAL's highly flexible planning data. Illustrating a conversion of an IRA to a Roth IRA requires scheduling withdrawals from the IRA and additions to the Roth IRA.  The steps to show a conversion are the same for the main scenario planning data and TOTAL Online's What-If.  


Solar Eclipse 8/21 - Support Services Impact


by Carolyn Rothwell

Money Tree Software is located in Corvallis, OR, which as luck would have it lies along the "path of totality" for the upcoming solar eclipse.


Settings Change in Silver - Online Edition


by Carolyn Rothwell

The online edition of Silver's big-picture financial planning software features a new Settings option. This change is another step improving Silver's planning experience by providing a focus on clients and plans.


Including Debt Payments with Expenses in Silver


by Carolyn Rothwell

Including debt payments with expenses proved to be the top requested improvement in a spring survey of advisors planning with Silver. This improvement, along with additional changes requested by advisors planning with Silver, is available now, making Silver even easier for advisors to develop and deliver big-picture financial planning to clients. 


Silver + Improvements = Planning in Less Time


by Carolyn Rothwell

New improvements make Silver even easier for advisors to develop and deliver big-picture financial planning to clients.


Web Browser & Operating System Requirements for Online Editions


by Carolyn Rothwell

To ensure connectivity to the Online Editions of Money Tree's financial planning software, please take a moment to confirm your operating system and web-browser configuration meets the current requirements.


Top 50 Plan Changes to Explore Using TOTAL Online's What-If


by Carolyn Rothwell

TOTAL Online's What-If system is off to an impressive start. Advisors are jumping in, leveraging the new system to explore planning options, bring awareness to the significance of changing assumptions, and deliver transparency to the long-term impact of taking action.


Understanding Silver's Survivor Needs Analysis


by Carolyn Rothwell

Silver includes a Survivor Needs Analysis per client to help determine an estimated level of life insurance coverage required to prevent a future shortfall for the surviving household.


Announcing TOTAL Online's Powerful What-If System


by Carolyn Rothwell

To help advisors explore trade-offs and find solutions with real-time results, we are excited to announce TOTAL Online's powerful What-If systemChange planning variables and see the impact on the client's retirement capital projection instantly. Engage clients and drive informed decisions by showing how choices made today and in the future dramatically alter their long-term financial situation with the What-If system.


Online Editions of TOTAL and Silver will be Down for Scheduled Maintenance on 5/21 at 12 AM PT


by Carolyn Rothwell

On Sunday, May 21st the Online Editions of TOTAL and Silver will be down for maintenance at 12:00 AM PST (3:00 AM EST). 

Money Tree needs to perform a maintenance item that requires the Online Editions of TOTAL and Silver to be down for a short period and have scheduled the downtime when it will have less impact on our customers.  We are taking steps leading up to the maintenance date to limit this downtime to be as short as possible. The expected downtime is under two hours.