With the newest version of TOTAL Desktop advisors are now able to open a retirement projection graph during data entry. This graph allows advisors to actively see how each change affects a scenario.
Resources
Financial planning software, guides, articles, and more.
Blog & Articles
Blog & Articles
2018 Retirement Plan Limits Announced by IRS
The IRS announced the retirement plan limits for 2018.
Blog & Articles
Redtail Connections: Silver Online Integration
Redtail is integrated into Silver Online. Advisors get client planning details directly from their Redtail data.
Blog & Articles
Retirement Plan Required Minimum Distributions (RMDs)
Advisors often call in with questions about how to recognize RMD's in their financial planning software. Each program calculates RMD's, with their own ways of displaying.
Blog & Articles
TOTAL – Report Calculation Overhaul
The development team here at Money Tree is overhauling the calculation engine used in TOTAL.
Blog & Articles
Silver Online – Client Access Walk-Through
The Client Access Portal in Silver Online gets updated frequently. This post was originally written June 28, 2018. It has been updated to cover information for the current Client Access Portal as of August 1, 2018.
Blog & Articles
Financial Information Categories – A Communication Perspective
Communicating effectively with clients about the finer details of their finances can be a difficult task.
Blog & Articles
Best Practices – Mortgage Payments in Silver
The question of how to handle mortgage payments in Silver comes up fairly often so this post is being updated to properly reflect the program as of July of 2018.
Blog & Articles
Silver Online – Client Access Alerts
With our most recent update to Silver you probably noticed the bell icon labeled "Alerts" in the top right. This is part of our continued improvements to the client access side of Silver Online.
Blog & Articles
Silver Online – Helping Clients Use the What-If? Screen
Advisors using Silver Online may choose to allow clients access to the What-If? system within the client portal.
Blog & Articles
Tax Reform in TOTAL – Qualified Business Income Deduction
TOTAL, Money Tree's in-depth financial planning software, now includes the Qualified Business Income (QBI) deduction available to taxpayers engaged in a qualified trade or business.
Blog & Articles
TOTAL – New Version: QBI Deduction, Increase Rates on Tax Data Items, Joint Misc. Insurance Ownership
The latest release of TOTAL, Money Tree's in-depth financial planning software, features three new options available within the plan data section.
