Money Tree donated a percentage of sales to support local food banks with food and personal care items for the month of November. The donation added up to a total of 735 POUNDS of food and personal items for local food banks! Find out more about the November food drive results on our Thanksgiving blog post.
We are very fortunate to have wonderful advisors making Money Tree’s financial planning software their top choice to create financial plans for their clients. Thank you to all of our customers for supporting Money Tree Software. You made this food drive possible. The whole Money Tree team pitched in to support this event and was reward with wonderful results.
The donations from last month’s holiday food drive were so great and deeply appreciated by the local food banks. We want to do EVEN MORE in December. Money Tree is continuing our “share in something good” event for December. Our goal is to beat November’s haul of 735 pounds of food and personal care items. Do you think we can reach 1,000 pounds? Let’s make it happen!
We are looking forward making the donation and sharing the results of the December food drive event on our blog. Thank you again for sharing in this great event.
We hope you are able to enjoy time your friends and family over the holiday season. Money Tree will be closed Christmas Eve and Christmas Day to allow us to spend extra time with our families.
FPA Study: Future of Practice Management
The FPA just released its inaugural Future of Practice Management Study. This study explores topics related to advisory business operations, providing benchmarks and identifying trends of practice management. The study breaks down the practice management model, highlighting gaps between the ideal practice model and actual practices, and the implications of those gaps.
Planning Notes: Affordable Care Act Resources
With the Affordable Care Act taking effect on January 1st of 2014, clients are likely to ask you for advice if they are seeking insurance in the individual market now or will be in the future. Several resources are available for advisors seeking information on the new health insurance exchanges, including a new educational report page on the ACA in TOTAL Planning Suite.
Tech Tip: Most Popular Tech Tips of 2013
To make sure you did not miss any of our top tips, we thought we would wrap up the year by sharing the most read blog posts for to Silver Financial Planner and TOTAL Planning Suite of 2013.