Our monthly newsletters and blog share the latest financial planning software news, events, planning articles, and tech tips.


March 2017  

  • Planning Notes: Accounting for the Impact of Taxes in Planning Projections
  • Software News: Silver Desktop Edition - Failing to Respond Resolved
  • Events: Silver - Vote for Your Top Improvements
  • Tech Tip: Converting a Rental into Residence in TOTAL

February 2017  

  • Planning Notes: Top Client Services - Retirement Income & Financial Planning
  • Software News:  New Asset Allocation Override Option in Silver
  • Events: Update Notifications for Desktop Editions are On
  • Tech Tip:  Ins and Outs of Stock Options & Taxation Flowchart

January 2017  

  • Planning Notes: 2017 Tax Changes & Updates Available Now
  • Software News:  January 2017 Tax Updates
  • Events: TOTAL Online's What-If Beta Update
  • Tech Tip:  Updating the Desktop Edition

December 2016  

  • Planning Notes: Sending our Holiday Wishes & Asking for Your Software Wish List
  • Software News:  What-If System Coming to TOTAL Online
  • Events: Holiday Hours - Closed 12/26 and 1/2
  • Tech Tip:  Top Blog Posts of 2016

November 2016  

  • Planning Notes: Social Security Planning One Year After The Bipartisan Budget Act
  • Software News:  Social Security Strategies in Silver and TOTAL
  • Events: Tax, Retirement Plan Limits and S.S. Changes for 2017
  • Tech Tip:  New Support Request Options - Training and Demos

October 2016  

  • Planning Notes: Visit our New Website and Take a Look Around
  • Software News:  TOTAL Report Design Survey Results
  • Events: Financial Planning Days & Pro-Bono Service
  • Tech Tip:  HSA and FSA in TOTAL

September 2016  

  • Planning Notes: TOTAL's Summer Release: Graph Design Feedback & Survey
  • Software News:  TOTAL Report Design Survey
  • Events: Planner Guides to Improve Planning Techniques
  • Tech Tip:  Medicare Tax Breakdown

August 2016

  • Planning Notes:  Social Security Strategies & Updated Graphs Now in TOTAL
  • Software News:  Get the Summer Release of TOTAL
  • Events: TOTAL's Social Security Strategies Training Class
  • Tech Tip:  TOTAL's Social Security Strategies User Guide

July 2016

  • Planning Notes:  Social Security Strategies & Updated Graphs Coming to TOTAL
  • Software News:  Summer Release of TOTAL Coming Soon
  • Events: Garrett Retreat & Pre-Conference Training 7/21-24
  • Tech Tip:  Creating Custom Report Sets in TOTAL and Silver

June 2016

  • Planning Notes:  Saving More & Working Longer Win Out Over Spending Less
  • Software News:  Silver Online Session Timeout
  • Events: Report Font Survey
  • Tech Tip:  Business Income and Sale Proceeds in TOTAL

May 2016

  • Planning Notes:  Tax Modeling in your Financial Planning Software
  • Software News:  Calculating the Effective Tax Rate for Silver
  • Events: TOTAL Online State Tax Update 5/20
  • Tech Tip:  Entering State Taxes in TOTAL 

April 2016

  • Planning Notes:  A Good Time to Discuss College Costs & Planning
  • Software News:  Updated College Cost Data
  • Events: Join TOTAL's Beta Group
  • Tech Tip:  Capital Loss Carryover in TOTAL's Golden Years

More Newsletters


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