Newsletters
February 2020
- Events: 2020 T3 Advisor Conference Booth 423
- Events: Scheduled Maintenance for Online Editions
January 2020
- Events: Scheduled Maintenance for Online Editions
July 2019
- Planning Notes: Retirement, Market Uncertainty, and Monte Carlo
- Software News: TOTAL - 2019 State Income Taxes Update
- Events: Scheduled Maintenance for Online Editions
- Tech Tip: TOTAL Online - Data Integration
June 2019
- Planning Notes: Retirement, Market Uncertainty, and Monte Carlo
- Software News: TOTAL - 2019 State Income Taxes Update
- Events: Accutech Systems Corporation & Money Tree Software
- Tech Tip: TOTAL Online - Data Integration
February 2019
- Planning Notes: RMD Start Ages in TOTAL
- Software News: Silver & TOTAL - 2019 Tax Updates
- Events: Scheduled Maintenance for Online Editions
- Tech Tip: TOTAL - Roth IRA Conversions
December 2018
- Planning Notes: Annuities in TOTAL
- Software News: TOTAL - Report Calculation Overhaul
- Events: December Suite Package
- Tech Tip: Easy Money vs. Golden Years
November 2018
- Planning Notes: Online Data Gathering
- Software News: TOTAL - Projection Graph
- Events: Holiday Schedule
- Tech Tip: How Silver Handles Taxes
September 2018
- Planning Notes: 2.8% Social Security Cost-of-Living Adjustment
- Software News: Silver - Data Integration
- Events: Expired Users - Special Offer
- Tech Tip: Top 5 Input Mistakes to Avoid
August 2018
- Planning Notes: What's Next for TOTAL & Retirement Plan Required Minimum Distributions
- Software News: Silver - Client Access Set Up
- Events: Holiday Schedule - Closed 9/3
- Tech Tip: Online Editions - Requirements
July 2018
- Planning Notes: What's Next for Silver & Facts, Estimates, Objectives, Assumptions and Parameters
- Software News: Silver - Client Access Alerts
- Events: Scheduled Maintenance for Online Editions
- Tech Tip: Silver - Client Access Settings
June 2018
- Planning Notes: Silver - Helping Clients Use the What-if? Screen
- Software News: Silver - Client Access Portal Notices
- Events: Silver - Special Pricing All Through June
- Tech Tip: Easily Updating Desktop Editions
May 2018
- Planning Notes: Tax Reform in TOTAL - QBI Deduction
- Software News: TOTAL - Additional New Features
- Events: Silver - Special Offer to Get Started
- Tech Tip: TOTAL - Increase Rates with Future Changes
April 2018
- Planning Notes: How will the Tax Reform Affect my Next Tax Return?
- Software News: Additional Features of TOTAL's 2018 Tax Update
- Events: State Tax Update in TOTAL Online - Friday, Apr. 20
- Tech Tip: Federal Tax Increase Rate in TOTAL
March 2018
- Planning Notes: Tax Cuts & Jobs Act Changes Now in TOTAL
- Software News: TOTAL's 2018 Tax Update - Get the Latest Version
- Events: State Tax Information for 2018 - Available Now
- Tech Tip: Silver - Illustrating the Impact of the TCJA Rule Changes
February 2018
- Planning Notes: Status Update - Tax Cuts and Jobs Act Changes in TOTAL
- Software News: 2018 Tax Updates Available Now for Silver
- Events: Join TOTAL's Beta Group for Early Access
- Tech Tip: Silver - Top 5 Tax Treatment Tips
January 2018
- Planning Notes: Tax Cuts and Jobs Act
- Software News: 2018 Tax Updates are Underway
- Events: Fresh Start for the New Year - Start a New 30-Day Trial
- Tech Tip: Reflecting Investment Strategy Changes in TOTAL
December 2017
- Planning Notes: Sending our Wishes, Asking for your Software Wish List
- Software News: 2018 Tax Updates - To Be Announced...
- Events: Holiday Schedule - Closed 12/25, 1/1
- Tech Tip: 10 Most Popular Posts from 2017
November 2017
- Planning Notes: Giving Our Thanks to You + Referral Program
- Software News: 2% Cost-of-Living Adjustment for 2018
- Events: Holiday Schedule
- Tech Tip: Siver's Retirement Capital Analysis Spending Needs Breakdown
October 2017
- Planning Notes: Silver Release - Client Access and Report Enhancements
- Software News: Get the Latest Version of Silver
- Events: Social Security 2% Cola and 2018 S.S. Cheat Sheet
- Tech Tip: Projecting Retirement Plan(s) Separately in TOTAL
September 2017
- Planning Notes: 10 Years of Detailed Cash Flows & More in TOTAL Release
- Software News: Get the Latest Version of TOTAL
- Events: Scheduled Maintenance for Online Editions, Friday 9/22
- Tech Tip: 4 Things to Know about Roth 401(k)s
August 2017
- Planning Notes: What's Next - More Improvements Coming
- Software News: Silver - Take a Quick Annuity Survey
- Events: Solar Eclipse - Monday August 21st
- Tech Tip: TOTAL - Roth IRA Conversions
July 2017
- Planning Notes: Silver's Top Voted Improvements - Available Now
- Software News: TOTAL Online's What-If - Data Input Expansion
- Events: Web Browser Requirements for Online Editions
- Tech Tip: Including Debt Payments with Expenses in Silver
June 2017
- Planning Notes: Leverage the Power of What-If Systems
- Software News: Go Beyond Basics with TOTAL Online's What-If
- Events: Silver Report Clarity Survey
- Tech Tip: Survivor Needs Analysis in Silver
- Planning Notes: Announcing TOTAL Online's Powerful What-If System
- Software News: Silver Improvements Underway
- Events: Scheduled Maintenance for Online Editions 5/21
- Tech Tip: TOTAL Online's What-If - Getting Started Resources
