Money Tree's Financial Planning Software Blog


Silver - 2018 Tax Update Available Now


by Carolyn Rothwell

The 2018 tax update for Silver is available now. The latest version includes updated estate taxes, retirement plan contribution limits and Social Security estimates for 2018. 


Client Access and Report Enhancements in Silver - Available Now


by Carolyn Rothwell

Client access and reports updates are available in the latest release of Silver. 


10-Year Cash Flow Detail - New Reports in TOTAL


by Carolyn Rothwell

New detailed cash flow reports are now available in TOTAL, allowing advisors to demonstrate year-by-year, line-by-line changes to income and expenses. The reports include a total age span of 10 years, broken into two reports each displaying a five year period.  The start age for the detailed cash flow reports defaults to client 1's retirement age and can be adjusted to start at any age


TOTAL - New Release Available Now


by Carolyn Rothwell

A new release of TOTAL is available now, featuring new detailed cash flow reports, allowing advisors to demonstrate year-by-year, line-by-line changes to income and expenses over a 10-year span. Learn about all the new features included in the latest release.  


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.


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.


2017 Tax Updates Available Now for Silver and TOTAL


by Carolyn Rothwell

The 2017 tax updates for Silver and TOTAL are available now. The latest version includes updated income taxes, estate taxes, retirement plan contribution limits and Social Security estimates for 2017. 


Improved Graphs & Report Visuals -  TOTAL 2016 Summer Release (Part II)


by Carolyn Rothwell

The summer release of TOTAL adds new features and updates to improve your planning experience! This post focuses on improvements to the report visualsAn earlier blog post focused on the new feature to explore the Social Security Strategies available to your clients.  

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