Multiple Inherited IRAs in TOTAL
Scheduled Maintenance - Saturday 7/27 at 9 AM PT
Retirement, Market Uncertainty, and Monte Carlo
Money Tree Software Going Paperless!
State Income Taxes Updated for 2019 on TOTAL
Spring Silver Special
RMD Start Ages in TOTAL - 69, 70, or 71?
Scheduled System Maintenance Window - Friday 2/8 at 6 PM PT
2019 Tax Updates in Effect for Silver and TOTAL
Annuities in TOTAL
New to TOTAL Desktop - Live Capital Projection Graph
Redtail Connections: Silver Online Integration
Retirement Plan Required Minimum Distributions (RMDs)
TOTAL - Report Calculation Overhaul
Silver Online - Client Access Walk-Through
Financial Information Categories - A Communication Perspective
Best Practices - Mortgage Payments in Silver
Silver Online - Client Access Alerts
Silver Online - Helping Clients Use the What-If? Screen
Tax Reform in TOTAL - Qualified Business Income Deduction
TOTAL - New Version: QBI Deduction, Increase Rates on Tax Data Items, Joint Misc. Insurance Ownership
TOTAL: Planning Data - Future Change Table Amounts & Increase Rates
How Will the Tax Reform Affect my Tax Return? Answer Clients' Questions with TOTAL
TOTAL Online 2018 State Tax Update - Opt In by Friday, April 20th
Additional Features of TOTAL's 2018 Tax Update
Traditional CPI (CPI-U) vs. Chained CPI (C-CPI-U) & TOTAL's Tax Projections
Demonstrating the Impact of the Tax Cuts and Jobs Act on Clients' Financial Plans
TOTAL's 2018 Tax Update - Available Now
State Income Tax Data Updated for 2018 - Now Available in TOTAL
Top 5 Things to Know about Taxes in Silver
Silver - 2018 Tax Update Available Now
Tax Cuts and Jobs Act & Financial Planning Software Updates
Reflecting Investment Strategy Changes in TOTAL
10 Most Popular Blog Posts of 2017
Silver's Retirement Capital Analysis Spending Needs
Tax Changes for the 2018 Tax Year
2018 Retirement Plan Limits Announced by IRS
Social Security Benefits Increase by 2% for 2018
Client Access and Report Enhancements in Silver - Available Now
2017 Financial Planning Days and Pro-Bono Planning Support
Projecting Retirement Plan(s) Separately in TOTAL
4 Things to Know about Roth 401(k)s in your Financial Planning Software
10-Year Cash Flow Detail - New Reports in TOTAL
TOTAL - New Release Available Now
Roth IRA Conversions in TOTAL
Solar Eclipse 8/21 - Support Services Impact
Settings Change in Silver - Online Edition
Including Debt Payments with Expenses in Silver
Silver + Improvements = Planning in Less Time
Web Browser & Operating System Requirements for Online Editions
Top 50 Plan Changes to Explore Using TOTAL Online's What-If
Understanding Silver's Survivor Needs Analysis
Announcing TOTAL Online's Powerful What-If System
2017 State Income Taxes
2017 State Tax Update for TOTAL Online: Opt-In by Thursday, April 20th
Illustrating Roth IRA Conversions / Rollovers in TOTAL
Converting a Rental into a Residence in TOTAL
Top Client Services: Retirement Income & Financial Planning
The Ins & Outs of Stock Options in TOTAL
Current Asset Allocation Override Option in Silver
FAQ: Updating Desktop Editions of Money Tree Software
2017 Tax Updates Available Now for Silver and TOTAL
Holiday Hours - Closed Monday December 26th
10 Most Popular Blog Posts of 2016
Giving Our Thanks to You & Holiday Hours
Social Security Planning One Year After BBA
Tax Changes for the 2017 Tax Year
2017 Retirement Plan Limits Announced by IRS
Social Security Taxable Wages Increase by 7.3% for 2017
2016 Financial Planning Days and Pro-Bono Planning Support
Check Out Our New Website
Entering HSA and FSA in TOTAL
TOTAL Report Design Survey - Tell Us What You Think
3 Types of Medicare Tax & Break Down Example in Golden Years
Join a 20-minute Training Class of TOTAL's Social Security Strategies This Week
Improved Graphs & Report Visuals - TOTAL 2016 Summer Release (Part II)
New Social Security Strategies Feature - TOTAL 2016 Summer Release (Part I)
Introducing TOTAL's Social Security Strategies and Redesigned Graphs
Report Selection - Creating Custom Report Sets in TOTAL
Cover Page Customization in TOTAL (Easy Money & Golden Years)
Actions of Saving More and Working Longer Win Out Over Spending Less
Capturing Business Income and Sale Proceeds in TOTAL
Set Your Session Timeout Duration in Silver Online
TOTAL Online 2016 State Tax Update - Opt In by Friday, May 20th
2016 State Tax Rates - Update TOTAL's State Tax Settings
A Good Time to Discuss College Costs and Planning
Illustrate a Capital Loss Carryforward in TOTAL Planning Suite - Golden Years
Plan Updates with Silver Online's Customer Access
New "Override Amount" in Silver's Social Security Options
Silver Online Customer Access - User Guide
2016 Training Survey - Vote for your Preferred Format and Location
File & Suspend Social Security Strategy Deadline Approaching: April 29th
Financial Planning - Process, Time, and Profits
Creating Custom Report Sets in Silver (Desktop & Online Edition)
Plan Presentation Options: Paper Reports, Online, Email and Client Access
Cover Page Customization in Silver Financial Planner (Desktop & Online Editions)
2016 Tax Updates Available Now for Silver and TOTAL
New Year, New Tax Rules: Straightforward Changes for 2016
Holiday Hours - Closing at Noon New Year's Eve, Closed New Year's Day
Holiday Hours - Closing at Noon Christmas Eve, Closed Christmas Day
15 Most Popular Blog Posts of 2015
Silver's Social Security Visualizer™ Updated to Reflect BBA of 2015
Social Security Planning in the Post-Bipartisan Budget Act World
Happy Thanksgiving! Money Tree Closed Thursday, Returning Friday
New User Guides and Videos Available for TOTAL Online
Social Security Game Changer: Bipartisan Budget Act of 2015
New Questionnaires for Silver Financial Planner
Tech Tip: Windows 10 Compatibility
2016 Retirement Plan Contribution Limits Announced by IRS
Social Security Benefits Hold Steady for 2016
Focus Clients on Goals and Next Steps with Planning
2015 Financial Planning Days and Pro-Bono Planning Support
What Americans Don't Know about Social Security Benefits
FPA BE 2015 Kicks off in Boston - Come by our Booth (#905)
Plan to Ease Parents' Top Concern: College Funding
Social Security Strategies, Facts and Figures for 2015
Announcing TOTAL Online's integration with Morningstar Office
Learn More about Silver's Social Security Visualizer™
Announcing Social Security Claiming Strategies in Silver
Silver Online No Longer Supporting Older Version of Internet Explorer (IE 6 & IE7)
Holiday Hours: We will be closed Friday, July 3rd
3rd Party Software Survey
Social Security Claiming Strategies Coming to Silver!
TOTAL Online 2015 State Tax Update Complete
TOTAL Online State Tax Update - May 15th
RMD Start Age 69, 70 or 71 in TOTAL Planning Suite
Time Spent on Taxes vs. Financial Planning
Start Fresh for Spring with a 30-day Trial
2015 T3 Advisor's Edition - February 12-14 in Dallas, TX
TD Ameritrade’s Advisor Conference & TOTAL Online for Veo®
2015 Tax Changes and Software Updates
New Computer - Steps to Transfer Silver Financial Planner
New Computer - Steps to Transfer TOTAL Planning Suite
Happy New Year! Money Tree will be Closed New Years Day.
Christmas Wishes and Money Tree's Holiday Hours
TOTAL Online Update - Session Duration, Express Reports, Performance
Need Help on How Much to Tip this Holiday Season?
80% of Americans FAILED Basic Retirement Income Planning Quiz
Giving Thanks, Money Tree Referral Program, and Holiday Hours
Money Tree's Website is now Mobile Friendly
TOTAL Online One Year Winner!
Veterans Day Gratitude and Pro-Bono Planning Software
12 Tips for Financial Advisors to Build Your Planning Practice
TOTAL Online Integration with Junxure® - Now in Open Beta!
2015 Retirement Plan Contribution Limits Announced by IRS
Celebrating One Year of TOTAL Online - Win One Year!
Money Tree's Back to School Donations
Attending FPA BE in Seattle this weekend? Come see us!
Summer Release of TOTAL Planning Suite - Available Now!
Calculating Taxable Social Security Benefits - Not as Easy as 0%, 50%, 85%
2014 In-Depth Training: Seattle Workshop - Friday, September 19th.
Easy Money Power Planner vs. Golden Years Cash Flow - TOTAL Planning Suite
Adjusting Retirement Spending Needs in Silver and TOTAL Planning Suite
How do you Estimate Clients' Retirement Expenses for Financial Plans?
Graph Design Vote - Your Feedback is Important!
How to Update State Taxes in TOTAL Planning Suite (Desktop Edition)
TOTAL Online State Tax Update - Delayed Until Wednesday
TOTAL Online State Tax Updates this Friday - How to Opt-In (or Out)
Easy Way Keep Data Safe? Don't Enter It.
3 Steps for Selling a Residence in Silver Financial Planner
Taxes are Done! Now is a Great Time to Make Plans with your Clients
Changing Passwords after Heartbleed? 8 Smart Passwords Practices
In the News: Money Tree Software NOT VULNERABLE to Heartbleed
Free Medicare Guide for Financial Advisors - Updated for 2014
2014 Money Tree Training Workshops - We Need Your Vote!
Top 10 Silver Financial Planner Questions Asked to our Support Team
Tax Questions in the Air? Golden Years Cash Flow has Answers.
TOTAL Online for Veo® Training Guide
TOTAL Online is Integrated with the Veo® Platform from TD Ameritrade Institutional
Happy Valentines Day - Take Advantage of the Sweetheart Special!
A Year Ago we Announced TOTAL was Going Online!
Which Clients are most likely to Leave? Client Retention Study
January News: 2014 Tax Updates, Food Drive Results, Upcoming Events
Start the Year with a Fresh 30-Day Trial of Money Tree's Financial Planning Software
December Food Drive Results - Find Out the Total Pounds Donated!
Holiday Hours - Closed New Year's Eve & Day
Holiday Hours - Money Tree Software Closed Christmas Eve and Christmas Day
December 2013 News: Holiday Food Drive, Practice Management, ACA, Top Tech Tips
Holiday Food Drive Results - Find Out Pounds Donated! This is Huge!
November News: Year-end preparations, giving back, making the switch from TOTAL desktop to online
3 Reasons NOW is the time to add Financial Planning Software to your practice
Clients Spending Too Much? How to Tackle the Topic of Overspending
5 Ways Planning with TOTAL Online Saves you Time
3 Easy Steps to Customize TOTAL Online for your Company
Want a Quick Look at TOTAL Online's Features? Join a Virtual Open House!
October News: TOTAL Online Announcement, FPA Experience, FL Workshop
Did you hear the news? TOTAL Online is HERE!
Last Training Workshop of the Season in Orlando, FL - Friday Oct.18th
7 Tips to Help Prospects Find the Right Financial Advisers (That's You)
Tech Tip: Life Insurance Cash Value in Easy Money and Golden Years
September News: TOTAL Online Beta Ending Soon, Silver 101 Tech Tips
17 Life Insurance Facts to Share with Clients - Life Insurance Awareness Month
Married Filing Jointly - Feds Recognize All Legally Married Same-Sex Couples
August News: TOTAL Planning Suite Release, Orlando Training Workshop
New Version of TOTAL Planning Suite Available Now! (5.0.193)
Retirement Plan Participation Rate Hits Record High - 10 DC Trends
5 Advisor Compensation Findings - Pay Types, Amounts, and More
Silver 101 - Understanding the Cash Flow Illustration
12 Tips for Financial Advisors to Enhance their Business
Education Funding In Silver - Two Different Annual Payment Amounts?
2013 Garrett Retreat - Money Tree's Advanced User Group Workshop
July News: Attract and Retain Clients with Financial Plans, Silver Release
New Version of Silver Financial Planner Available Now!
Holiday Hours - We will be closed Thursday the 4th, open Friday the 5th
Cash Flow Illustration and Retirement Capital Estimate in Golden Years
5 Advantages of a 401(k) Over a Roth IRA
June News: The Cost of Supporting Adult Children, Orlando In-Depth Workshop
Inflation Assumptions in your Financial Planning Program
5 Irks Financial Planning Firms have with New Planners
The Good: AUM Rebounds, The Bad: Reduced Margins, Lower Expected Growth
Silver Financial Planner Training Class - Watch a Recorded Version
Attending a Wedding? Americans Plan to Spend $539 per Wedding
Retirement Needs and Capital Analysis Planning Reports in Easy Money
May News: Why Delivering Less is More, Vote for Your Top Integration
5 Residence Sale Scenarios - TOTAL Planning Suite Tech Tip
12 Tips for Financial Advisors to Build a Better Business
10 Quotes about Money Tree’s Support – Thanks for the love you guys!
Best and Worst Jobs for 2013 – How Financial Planner Ranks on the List
3 Reason’s Your Financial Planning Clients Don’t Budget
Client Exempt from Paying FICA Taxes? TOTAL Planning Suite User Question
Jump-Start Your Financial Plan - Questions and Answers Chat
April News: Crowdsourcing, Denver Silver Workshop, TOTAL Online
Retirement Shortage Solutions – Why Delaying Retirement Won’t Work
What Your Client Sees - Silver Online Customer Access
4 Easy Steps to Setup Customer Access in Silver Online
Percent of Teens Expecting Support from Parents Until 25-27 Doubles
TOTAL Online Sneak Peak - Streamlined Data Input Features
Tax Season: A Window Into Financial Planning Opportunities
AUM Up 9% Reaching Record Levels Averaging $81M per Advisor in 2012
Survey Finds it’s Easier to Commit to Physical than Financial Fitness
2013 In-Depth Workshops: Join Us in Salt Lake - Friday, April 5th
4 Focus Points for Providing Advice on Healthcare Costs and Medicare
More Financial Advisors are Charging Fees in Addition to AUM Model
Top 5 Input Mistakes to Avoid for Silver Financial Planner
TOTAL Planning Suite is Going Online!
Top 5 Input Mistakes to Avoid for TOTAL Planning Suite
Attending T3's Annual Conference? Come See Our Latest Developments!
ATRA (Part 3) - Federal Income Tax Changes
Visit Money Tree at TD Ameritrade's National Conference This Week
ATRA (Part 2) - AMT: Patches End, Phase-Out Indexing Begins
New Version of TOTAL Planning Suite Available Now! (5.0.162)
ATRA (Part 1) - Estate Planning in a post-ATRA world
New Version of Silver Financial Planner Available Now! (4.0.427)
Resolution to Save Money? Lose Weight? Apply the Planning Process!
3 Estate Tax Law Changes of the Taxpayer Relief Act of 2012
HR8 - Tax Law Changes and your Financial Planning Software
Holiday Hours - Closed New Year's Day
Money Tree Holiday Hours
Silver Financial Planner – Handling Semi-Retired Clients
Non-Retirees - 85% Do Not Have a Written Retirement Plan
Easy Money – Understanding Tax Rates and Override Options
TOTAL Planning Suite – Sunset Provision Options for Bush-Era Tax Cuts
Top 10 Advisors Stats, and more on Firms, Clients, & Political Views
Find the Financial Planning Solution You Can Rely On
3 Social Security Benefit Calculators to Help with Financial Planning
Holiday Hours - Closed Thanksgiving Day
Insurance Cash Values Increasing Unexpectedly? Here’s Why!
Are Your Clients Asking about Roth IRA Conversions Prior to 2013?
Social Security Benefits - Today’s Dollars or Future Dollars?
4 Tips to Continue to Serve Your Clients During Disruptive Events
Join an Online Training Class for Your Financial Planning Software
Top 5 Reasons Clients Switch Financial Advisors
3 Easy Steps to Change Planning Defaults in Silver
Golden Years - Understanding the Index Rate for Federal Tax Calculations
Last Stop Seattle! Final 2012 In-Depth Training Workshop
Tax Penalties on Pre-59.5 Retirement Plan Withdrawals
It's Financial Planning Week - Are you going to participate?
25 Factors to Determine the Ideal Retirement Age
FPA Experience 2012: Sneak Peek + Google Nexus 7 Giveaway
Life Expectancy Calculations in Silver, Easy Money, and Golden Years
12 Life Insurance Findings - September Life Insurance Awareness Month
Money Tree Software's Upcoming Events in September
Financial Planning for Parents-To-Be: 3 Step Plan
New! Online Training - New Silver Online Training Class
The Financial Advisor – A Career with a Great Outlook for the Future
Comparing Scenarios Made Easy! New Feature in TOTAL Planning Suite
Summer Release of TOTAL Planning Suite - New Features!
Extra Pep in Our Step Thanks to “Money Tree Appreciation Day!”
Handling 3 Types Deferred Compensation in TOTAL Planning Suite
The Importance of Financial Education
Financial Planners – What do you think about Forced Retirement Savings?
2012 Garrett Retreat - Money Tree's Advanced User Group Workshop
Monte Carlo Methods in Finance Using Fat Tail Models
Silver 101 - Understanding the Retirement Capital Analysis
Help Your Clients Avoid Making Costly IRA Mistakes
2 Steps to Include a Business Sale in your Client’s Financial Plan
Are Your Clients' Looking for the Best Place to Retire? Top 25 Cities
Sharing Program Data in Silver Financial Planner & TOTAL Planning Suite
Overstepping your Expertise: Guest Post
Financial Planners, Are Your Clients Arguing Over When to Retire?
Boomer Clients and Money Matters – Mom Talks, Dad Pays
Best Practices - Mortgage Payments in Silver Financial Planner
Are You Helping Households Plan for the Cost of Raising Children?
Are your Boomer Clients Planning on a Big Inheritance?
Great Recession Impact – American Families Lost 40% of Wealth
Entering State Tax Breakpoints into TOTAL Planning Suite
3 Tax Friendly Tips for Clients Paying Grandchildren’s College Cost
5 Mistakes to Avoid When Planning for Medical Expenses in Retirement
What is Reasonable Amount to Spend on Vacations this Summer?
6 Reasons the Traditional Retirement is Over
Illustrate Portfolio Model Changes in TOTAL Planning Suite
Customizing Asset Classes and Allocations in Silver Financial Planner
Hot Topics – Conversation Trends Between in Advisors and Clients
Financial Planners – Help Fill the Gap for a Growing Client Base
In Depth Workshops - 2012 Training Season Kicks Off in Orlando, FL!
How do your Clients' Purchases Compare to the Average American?
5 Financial Planning Needs for Families with a Stay-At-Home Parent
10 Ideas for Clients Asking How to Best Use Their Tax Refund
SS Start Age Regrets? Your Clients May Have a Couple of Options.
7 Essentials of Long-Term Care Policies and Premiums
Financial Planner Makes the Top 5 List in Jobs Report
Flexible Treatment of Pension and S.S. benefits in Silver Financial Planner
Social Security Taxation and 5 Planning Strategies to Reduce Taxation
Increase your Understanding - Cost Basis in Silver Financial Planner
6 Key Issues When Considering a Roth IRA Conversion
Financial Planners – Have you heard about the Roth IRA Movement?
Reverse Mortgages in TOTAL Planning Suite Planning Projections
Financial Adviser Makes the List of the Top 25 Best Jobs of 2012
Join Money Tree Software's Discussion Forum on LinkedIn
Management Reports - A New Feature in Silver Online
9 Methods Advisers can use to Help Prevent Clients from Overspending
4 Tips to Build Partnership with your Financial Advising Clients
Help Your Financial Planning Clients Maximize Social Security Benefits
5 Key Qualities Clients Look For in a Financial Advisor
Top 6 Retirement Topics Clients Want to Discuss with Financial Advisors
Activation & Licensing - A simple tip to help us help you!
Visit with Money Tree at the FPA Business Solutions Conference
FPA Review: Fee Charged & Time Spent for Financial Planning Services
Top 5 Tips to Protect Client Data in your Financial Planning Software
More to Manage: Client Assets & Needs - Understanding Emotion is Key
Getting to know TOTAL Planning Suite: Understanding Rates of Return
Don’t Underestimate Expenses of the “No-Go” Phase of Retirement
Retirement Planning Focus: Men Financial, Women Lifestyle
New Version of Silver Financial Planner Available Now! (4.0.409)
Inherited IRAs - Learn More about TOTAL's Newest Feature!
New Version of TOTAL Planning Suite Available Now! (5.0.137)
WA Customers: Money Tree Software at the FPA of Puget Sound Symposium 1/27
Medicare Taxes after Retirement? Possible, starting 2013.
5 Potential Red Flags to your Financial Planning Prospects
The Impact: One-Year AMT Patches in your Financial Planning Programs
A Special Thank You...
4 Tips for Quick and Easy Updates to your Financial Planning Programs
Holiday Office Hours - Office Closed Monday, December 26th
The Financial Planning Process: Plan, Learn, Tweak, Repeat!
Are your clients engaged? Let clients run reports in Silver Online!
Stressing to find gifts this holiday season? 10 tech gifts under $100
TOTAL Planning Suite - 2 powerful features you might be missing
3 Steps to Include "What If?" Scenarios in Silver Reports
Financial Advisors - Build Trust with the Client & SPOUSE
4 Tips to Keep in Contact with Clients
5 Asset Types Defined! TOTAL Planning Suite
Turkey Day Special!
A Family Affair: Talking Turkey about Financial Planning
New version of Silver Online released!
New version of Silver Financial Planner released!
Financial Planners - Is an Ivy League education a good investment?
CFP® - How to get the registered symbol like this "®", not this "(R)"
Top 10 Financial Planning Education Programs
With age comes wisdom... right? Financial planning article from WSJ
Trick or Treat? When-If Behavior Analysis - It’s a treat… we promise!
Travel often for work? What if you didn't have to pack your laptop!
Financial Advisers - MEET YOUR FUTURE CLIENTS
Three What-If Features You Might be Missing
How Steve Jobs Revolutionized Financial Planning
Does 'Financial Independence' sound better than 'Retirement Projection'? Great!
Financial Planning Association Experience 2011
National Save for Retirement Week