October News: Client Access and Report Enhancements in Silver, 2018 Social Security COLA, Project Retirement Plans Separately in TOTAL
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October 2017 News

Planning Notes | Software | Events | Tech Tip  

Silver - New Release

Silver Client Access and Report Enhancements - Available Now

A new release of Silver features client access enhancements and refreshed reports.

Client AccessClient Access, a feature of the online edition, has a new look and enhanced functionality. The client access portal now displays a custom logo to reflect company branding and features a simplified look and feel. Planning data, which can be modified by the client in Client Access, now saves changes automatically and features easy-to-use data input tables. 

Enhanced Client Access

Report Refresh - The year-by-year schedules feature a refreshed design to display information more effectively, making them easier to interpret. In addition to the use of simple lines, the reports now include shading and bold font providing helpful visual indicators to the informational data. Summary columns are visually distinct from detail columns with light background shading, and columns of key importance are emphasized with bold font.

Refreshed Reports

Unnecessary lines and borders have been removed from the graphs to bring emphasis to important data. This includes graph enclosures, the border around the graph and grid lines for the primary report pages.

Additional enhancements are included in the new release of Silver:

Learn more about the latest release of Silver, including before and after PDFs of the reports, by visiting the blog.

Get the new Silver release

Software

Get the Latest Version of Silver

Desktop Edition: Download and install the latest release. Notifications through the program will be turned on shortly. 

Online Edition: The Online Edition is up-to-date, no action is required. Login and start planning in the updated version. 

Social Security Facts and Figures for 2018

Events

Social Security Benefits Increase 2% for 2018

Social Security Administration announced last week that benefit payouts will increase by 2% for 2018, raising the average benefit by about $27 a month.  This is the biggest bump in five years. Get a handy cheat sheet including the important Social Security facts and figures for 2018 to share.

Report on Single Retirement Plan(s)

Tech Tip

Projecting Retirement Plan(s) Separately in TOTAL

Up to four retirement accounts can be projected separately in TOTAL, providing additional flexibility and control.  The default approach is to pool all the client's deductible retirement accounts into one report, and all the second client's retirement accounts into a second report. Use this option to report on one (or up to four) accounts separately.

View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

TOTAL - Desktop Edition | Online Edition | Easy Money | Golden Years

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