Past Newsletters



Money Tree Software's newsletter archive. 

2017
April

  • Planning Notes: Silver Improvements Survey Results
  • Software News: TOTAL Online's What-If Beta - Reports in Testing
  • Events: State Tax Updates in TOTAL Online - Thursday, April 20th
  • Tech Tip: 2017 State Tax Information / Entering State Taxes in TOTAL Desktop Edition 

March

  • Planning Notes: Accounting 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  

  • 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  

  • 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

2016

December  

  • 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  

  • 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  

  • 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  

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

August

  • 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

  • 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

  • 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

  • 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

  • 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

March

  • Planning Notes:  Streamline Plan Updates with Silver Online's Customer Access
  • Software News:  New Silver Social Security Override Option 
  • Events: File & Suspend April 29th Deadline Approaching
  • Tech Tip:  Silver Online's Customer Access User Guide

February

  • Planning Notes:  Financial Planning Process and Profits
  • Software News:  Tax Updates Available 
  • Events: 2016 Training Survey
  • Tech Tip:  Plan Presentation Options

January

  • Planning Notes:  2016 Tax Changes and January Software Updates
  • Software News:  Tax Updates Available Soon
  • Events: Upcoming Maintenance for Silver and TOTAL Online
  • Tech Tip:  Updating the Desktop Edition 

2015

December

  • Planning Notes:  Sending Holiday Wishes and Our Gratitude
  • Software News:  Silver Social Security Changes - Update Available
  • Events: Holiday Hours
  • Tech Tip:  Top Blog Posts of 2015

November

  • Planning Notes:  Soc. Sec. Changer: Bipartisan Budget Act of 2015
  • Software News:  Social Security Changes in Development 
  • Events:  No Cost of Living Adjustments for 2016
  • Tech Tip:  User Guides and Videos for TOTAL Online

October

  • Planning Notes:  Focus Clients on Goals and Next Steps with Planning
  • Software News:  Fill the Social Security Knowledge Gap with Silver
  • Events:  Financial Planning Days & Pro-Bono Service
  • Tech Tip:  New Support Request Option 

September

  • Planning Notes:  Plan to Ease Parents' Top Concern: College Funding
  • Software News:  Utilize Silver's Social Security Visualizer™
  • Events:  FPA BE Boston
  • Tech Tip:  Silver's Education Funding Illustration FAQs

August

  • Planning Notes:  Social Security Strategies, Facts and Figures for 2015
  • Software News:  TOTAL Online is Integrated with Morningstar OfficeSM
  • Events:  FPA BE Boston
  • Tech Tip:  Windows 10 Compatibility 

July

  • Planning Notes:  Announcing Social Security Strategies in Silver
  • Software News:  Silver Online's New Look
  • Planning Notes:  Social Security Choices White Paper
  • Tech Tip:  Social Security Visualizer Training 

June

  • Planning Notes:  3rd Party Software Survey
  • Software News:  Silver's Social Security Strategies Beta
  • Events:  FPA NexGen, Garrett Retreat
  • Tech Tip:  Entering HSA & FSA in TOTAL Planning Suite

May

  • Planning Notes:  Social Security Claiming Strategies Coming to Silver!
  • Software News:  TOTAL Online State Tax Updates on 5/15
  • Events:  Changes to Online Training
  • Tech Tip:  Entering State Taxes in TOTAL

April

  • Planning Notes:  Time Spent on Taxes vs. Financial Planning
  • Software News:  Desktop to Online Edition
  • Events:  Join Silver's Beta Program
  • Tech Tip:  RMD Start Age 69, 70 or 71

March

  • Planning Notes:  Tax-Savvy Planning
  • Software News:  Online Security
  • Events:  Fresh Start for Spring
  • Tech Tip:  Roth IRA Conversions in TOTAL

February

  • Planning Notes:  Pro-Bono Edition
  • Software News:  TOTAL Online Integrated with Junxure
  • Events:  Sweetheart Deal
  • Tech Tip:  Junxure to TOTAL Online Guide

January

  • Planning Notes:  2015 Tax Changes and Software Updates
  • Software News:  January 2015 Tax Updates
  • Events:  TD Ameritrade, T3
  • Tech Tip:  Transferring to a New Computer

2014

December 

  • Planning Notes:  The Importance of Financial Plans
  • Software News:  Set TOTAL Online's Session Timeout Duration
  • Events:  A Year of Charitable Givings
  • Tech Tip:  Top 10 Tips of 2014

November

  • Giving Thanks & Money Tree Referral Program
  • Events: TOTAL Online One Year Winner
  • Product News: TOTAL Online and Junxure Integration
  • Tech Tip: Money Tree's Website

October

  • Celebrating One Year of TOTAL's Cloud Based Edition
  • Product News:  Latest Features in TOTAL 
  • Events:  Back to School Drive Donations
  • Tech Tip:  Silver Report Text Customization

September

  • Product News:  Summer Release of TOTAL Planning Suite
  • In-Depth Training: Seattle Workshop - Friday, September 19th
  • Upcoming Events: FPA BE in Seattle
  • Tech Tip: Learn about TOTAL's New Features

August

  • Planning Notes:  Drive Client Action with Live Planning
  • In-Depth Training:  Seattle Workshop - Friday, September 19th
  • Upcoming Events:  Junxure Conference, Farm Bureau Seminar, FPA BE
  • Tech Tip:  Top Tips for Live Planning

July

  • Planning Notes:  Easy Money v.s. Golden Years
  • Product News:  Failed Login Attempts
  • Upcoming Events:  Garrett Annual Retreat
  • Tech Tip:  Recorded Online Training Sessions

June

  • Planning Notes: Retirement Spending Assumptions
  • Product News: Graph Design Vote
  • Advanced Online Training: Topic Requests
  • Tech Tip: Adjusting Retirement Spending

May

  • Planning Notes:  Easy Way Keep Data Safe? Don't Enter It.
  • Product News:  State Tax Updates
  • Events:  Training Workshop Vote Results
  • Tech Tip:  Entering State Tax Breakpoints 

April

  • Planning Notes: Taxes are Done!  Now is a Great Time to Make Plans
  • In the News: Money Tree NOT vulnerable to Heartbleed
  • Planning Resource: Medicare Fundamental Guide
  • Tech Tip: 8 Smart Password Practices

March

  • Planning Notes:  Tax Questions in the Air?  Golden Years has Answers. 
  • Product News:  TOTAL Planning Suite Tax Year
  • Events:  2014 Workshops - We Need Your Vote
  • Tech Tip:  Top 10 Silver Questions

February

  • Planning Notes:  A Year Ago we Announced TOTAL was Going Online!
  • Product News:  TOTAL Online is now Integrated with Veo®
  • Special: A Sweetheart Deal for February
  • Tech Tip:  TOTAL Online for Veo® Training Guide

January

  • Planning Notes:  2014 Tax Changes
  • Food Drive Results:  Over 1,000 Pounds Donated in December
  • Upcoming Events:  TD Ameritrade Institutional, T3
  • Tech Tip:  Updating Money Tree Software FAQs

2013

December

  • Events: Holiday Food Bank Donation Continued for December
  • FPA Study:  Future of Practice Management
  • Planning Notes:  Health Insurance Resources
  • Tech Tip:  Top Tech Tips of 2013

November

  • Make the Most of 2013 with Year-End Preparations
  • Product News:  Making the Switch from TOTAL Desktop to Online - Common Questions Answered
  • Events:  Holiday Food Bank Donation
  • Tech Tip:  Importing Money Tree Files into TOTAL Online

October

  • Product News: Announcing TOTAL Online!
  • Upcoming Event: FPA Experience 2013
  • 2013 In-Depth Training Workshops: Register TODAY
  • Tech Tip: Setup Guide - Moving from TOTAL Desktop to Online

September

  • Product News:  TOTAL Online Beta Ending Soon!
  • 2013 In-Depth Training Workshops: Last Stop Orlando, FL, October 18th 
  • Planning Notes:  Feds Recognize All Legally Married Same-Sex Couples
  • Tech Tip: Silver 101 - Understanding the Cash Flow and Retirement Capital Analysis

August

  • Product News:  Summer Release of TOTAL Planning Suite
  • Product News: Silver Online's New Web Address
  • 2013 In-Depth Training Workshops: Orlando, FL, October 18th 
  • Tech Tip: Understanding the Retirement Needs and Capital Analysis in Easy Money

July

  • Planning Notes: Attract and Retain Clients with Written Retirement Plans
  • Product News: Summer Release of Silver Financial Planner
  • 2013 In-Depth Training Workshops: Orlando, FL, October 18th 
  • Tech Tip: Key Retirement Income Planning Reports in Golden Years

June

  • Planning Notes: Evaluating the Cost of Supporting Adult Children
  • Product News: TOTAL Online integrations 
  • 2013 In-Depth Training Workshops: Orlando, FL, October 18th 
  • Tech Tip: View a Recorded Silver Training Class

May

  • Planning Notes: Less is More
  • Product News: TOTAL Online Integrations Vote
  • 2013 In-Depth Training Workshops: Silver Workshop in Denver, June 7th 
  • Tech Tip: Streamline Reports with Custom Report Sets

April

  • Planning Notes: Crowdsourcing
  • Product News: TOTAL Online Status Update and Pricing Information
  • 2013 In-Depth Training Workshops: Silver Half Day Workshop in Denver
  • Tech Tip: Silver Online Customer Access

March

  • Planning Notes:  Tax Season - A Window into Planning Opportunities
  • Product News: TOTAL Online Beta Feedback
  • 2013 In-Depth Training Workshops: Salt Lake City, April 5th
  • Tech Tip: Top 5 Data Input Mistakes to Avoid for Silver Financial Planner

February

  • Product News: TOTAL Planning Suite is going ONLINE!
  • 2013 In-Depth Training Workshops: Salt Lake City, April 5th
  • Special: Get a Sweetheart Deal from Money Tree Software
  • Tech Tip: Top 5 Data Input Mistakes to Avoid for TOTAL Planning Suite

January

  • Planning Notes: Special ATRA Blog Post Series
  • Product News: Software Updates - New Versions Available
  • Upcoming Events:  TD Ameritrade, T-3
  • Tech Tip: Updating Money Tree Software 

2012


December

  • Money Tree's Referral Program
  • Special: Year End Offer - 3 Valuable Incentives
  • Planning Notes:  Adapting to New Technology
  • Tech Tip: Top Tips of 2012

November

  • Money Tree News:  Giving Thanks To You!
  • Events:  Participate in Advisor Technology Surveys
  • Planning Notes:  Facilitate Family Financial Conversations
  • Tech Tip:  Windows 8 and Money Tree Software

October

  • Planning Notes: Tax Law Changes
  • Money Tree Software News:  New Blog
  • Events:  Join an Online Training Class
  • Tech Tip: Top 5 Tips to Protect Client Data

September

  • Events: FPA Experience 
  • 2012 In-Depth Training Workshops: Last Stop Seattle
  • Planning Notes: Financial Perspective
  • Product News: TOTAL Planning Suite Update
  • Tech Tip:  Final Expenses in Silver Financial Planner 

August

  • Product News:  New Release of TOTAL Planning Suite - Comparison Reports
  • 2012 In-Depth Training Workshops: San Antonio in September
  • Planning Notes: Education Survey Shows Rising Cost
  • Tech Tip: Using the New Comparison Reports in TOTAL Planning Suite

July

  • Planning Notes:  Understanding Medicare Fundamentals
  • Special: Professionals Need the Right Tools for the Job
  • Tech Tip: Modeling a Business Sale

June

  • Making the Most of Planning Engagements Whitepaper
  • Events: New Silver Online Training Class
  • Planning Notes: Planning on a Big Inheritance?
  • Tech Tip: Sharing Program Data

May

  • 2012 In-Depth Training Workshops: Orlando, June 18th
  • Special:  Memorial Day Thank You 
  • Planning Notes:  Women and your Practice
  • Tech Tip: Allocation on Surplus (where does the money go?)

April

  • 2012 In-Depth Training Workshops: Locations Announced
  • Planning Notes: Can you Imagine a Client this Happy?
  • Special: Free Training Class

March

  • Product News:  Data Integration Updates
  • Planning Notes: New Forum for Discussion
  • Upcoming Events: Techleaders Conference
  • Tech Tip: Reverse Mortgage in TOTAL Planning Suite

February

  • Special:  Become more Efficient with this office
  • Upcoming Events: FPA Business Solutions Conference
    Events:  TD Ameritrade Conference Recap
  • Tech Tips:  How to Enter Residence Sales

January

  • Planning Notes: A Year of Excitement
  • Product News:  Inherited IRAS in TOTAL Planning Suite
  • Upcoming Events:  Meet with US on the Road
  • Tech Tip:  Updating Money Tree Software

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