November News: Giving Thanks and Referral Program, 2% COLA for 2018 included in January Release, Holiday Hours, Spending Needs in Silver
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November 2017 News

Planning Notes | Software | Events | Tech Tip  

Giving Thanks - To You!

Giving Our Thanks to You +  Money Tree's Referral Program

We want to take a moment to share that we are truly thankful to be working with such exceptional planners and the financial planning community. Thank you for the continuing support, helpful feedback, bright ideas, and your business. Many of the newest features came directly from our customers taking the time to share their thoughts with us.  Dedicated advisors like you have allowed us to provide financial planning software for over 35 years. That adds up to a lot of planning, which has undoubtedly made a positive impact on so many people's (financial) lives.  

Money Tree Software's Referral Program - Get +3 Months

We appreciate when our customers share their experience using Money Tree's financial planning software with other planners. Your referrals are the most sincere compliment we can receive. As a thank you for your support, we will extend your software an additional three months should a referred planner join us as a customer.

Thank you again for planning with Money Tree Software, and we hope you have an enormous amount to be thankful for this November.

2% COLA - Tax and SS Changes for 2018


2% Cost-of-Living Adjustment for 2018

Learn more about the federal tax adjustmentschanges to retirement plan contributions limits, and Social Security increases for 2018. These changes will be included in the January release of the software. Notifications will be sent when the new version including the 2018 tax updates becomes available.

Upcoming Holiday Closures


Holiday Schedule 

Money Tree's office will be closed a few days in the upcoming months to allow us to spend extra time with our friends and families. Please review the holiday schedule to ensure our team is available to help answer questions and solve problems. 

Breakdown of Spending Needs on Silver's Retirement Capital Analysis

Tech Tip

Retirement Spending Needs in Silver

The spending needs on Silver's Retirement Capital Analysis is adjusted if employment income or scheduled assets additions continue past retirement, which is often the case for couples when one individual retires and the other continues to work. Get a full breakdown of the spending needs calculation in this month's tech tip. 

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