Moneytree Insights
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CARES Act Updates Out Now
Changes for the CARES Act have now been released for all programs. The CARES Act was passed in March 2020 to help relieve financial burdens
Alex Long
May 13, 2020
Blogs & Articles
Feature Focus: HSAs in Moneytree Plan
HSAs can now be entered in Moneytree Plan! In the program they will be included in the list of Retirement Plans such as 401k’s, IRAs, Roths, etc.
Alex Long
April 6, 2020
Blogs & Articles
Help Your Financial Planning Clients Maximize Social Security Benefits
Most eligible retirees begin taking Social Security benefits upon reaching age 62, but is that really the best time for your client to start receiving his or her benefit?
Alex Long
March 6, 2020
Blogs & Articles
SECURE Act Updates are Live
With a day to spare, we’ve updated all Money Tree Software to reflect the changes made in the 2020 Federal Tax information and the SECURE ACT.
Alex Long
January 30, 2020