Money Tree's Financial Planning Software Blog


Holiday Hours - Closed Monday December 26th


by Carolyn Rothwell

Money Tree will be closed Monday, December 26th to allow us to spend extra time with our friends and families.  We wish you a Merry Christmas and we look forward to working with you when we return with regular support hours on Tuesday, December 27th. 


Giving Our Thanks to You & Holiday Hours


by Carolyn Rothwell

We thank you for your tireless work helping improve people's (financial) lives and your support of our financial planning software. We hope you have an enormous amount to be thankful for this holiday season and enjoy a happy Thanksgiving holiday.  

Our office will be closed Thanksgiving day. If you need support or sales, please leave us a message by calling 877-421-9815 or send us an email.  We will return Friday with limited hours (8:00 a.m. - 12:00 p.m. PT) and back to our regular hours next week (6:30 a.m. - 5:00 p.m. PT) to help support your planning.  


Holiday Hours - Closing at Noon New Year's Eve, Closed New Year's Day


by Carolyn Rothwell

Money Tree will be closing at noon on New Year's Eve and closed New Year's Day to allow us to celebrate with our friends and families.  We hope you have a happy new year and we look forward to working with you in 2016 when we return on Monday the 4th. 


Holiday Hours - Closing at Noon Christmas Eve, Closed Christmas Day


by Carolyn Rothwell

Money Tree will be closing at noon on Christmas Eve and closed Christmas Day to allow us to spend extra time with our friends and families.  We wish you a Merry Christmas and we look forward to working with you when we return on Monday the 28th. 


Happy Thanksgiving! Money Tree Closed Thursday, Returning Friday


by Carolyn Rothwell

Thank you for your support and we hope you enjoy a lot to be thankful for this November and have a happy Thanksgiving holiday.  Our office will be closed Thanksgiving day.  If you need support or sales, please leave us a message or send us an email.  We will return Friday.  


Holiday Hours: We will be closed Friday, July 3rd


by Carolyn Rothwell

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


by Carolyn Rothwell

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)


Christmas Wishes and Money Tree's Holiday Hours


by Carolyn Rothwell

Giving Thanks, Money Tree Referral Program, and Holiday Hours


by Carolyn Rothwell

We wanted take a moment to share that we are truly thankful to be working with so many great planners and the financial planning community. Thanks to continuing support, helpful feedback, and new ideas, our customers have allowed us to proudly provide financial planning software for over 30 years. Many of the newest features came directly from our customers taking the time to share their ideas with us.  


Holiday Hours - Closed New Year's Eve & Day


by Carolyn Rothwell

Money Tree will be closed for the New Year's holiday on New Year's Eve and New Year's Day to celebrate the upcoming the New Year.

Subscribe to Email Updates

Recent Posts

Planner Guides

Check out our free informational guides for advisors including:
  • Fundamental Financial Planning Interview Guide 
  • Making the Most out of Planning Engagements
  • Social Security: Choices Opportunities, and Decisions
  • Understanding Medicare Fundamentals

Popular Posts