Moneytree Insights
Get company news, read fresh perspectives on planning, and become a Moneytree master
![Paul Kingsman](https://moneytree.com/wp-content/uploads/2020/09/paul_kingsman_headshot_color-uncropped-scaled-1.jpg)
Picture It This Clearly – Part 1
Paul Kingsman is a guest vlogger for Moneytree Series. In this first part of a two-part series, Paul asks you what does success look like and encourages you to look where you’re heading.
![Paul Kingsman](https://moneytree.com/wp-content/uploads/2020/09/paul_kingsman_headshot_color-uncropped-scaled-1.jpg)
Get Started on 2021 Now
On our webinar for Advisors (October 1), Paul Kingsman shared some great, effective language advisors can use to build their businesses. Now, Paul will be a guest contributor to our blog for the rest of this month. Today he’s giving us a helpful tip to make the most of next year, starting now.
Two Ways to Implement Reverse Mortgages in Moneytree Plan Projections
There are two methods to implement a reverse mortgage in Moneytree Plan.
Converting an IRA to Roth IRA in Moneytree Plan
Converting an IRA to a Roth IRA is simple, thanks to Moneytree Plan’s highly flexible planning data.
![What's new with Moneytree](https://moneytree.com/wp-content/uploads/2020/08/MT_Whats_new_blog_png-1.png)
What’s New with Moneytree
Moneytree Software releases Moneytree Advise and Moneytree Plan, formerly known as Silver Online and TOTAL Online. Learn more about these updates and more.
![Client Access Portal in Moneytree Plan](https://moneytree.com/wp-content/uploads/2020/08/MT_plan_blog_png-1.png)
Feature Focus: Using the Client Access Portal in Moneytree Plan
Learn how Client Access works with Moneytree Plan. Advisors and clients can share documents, tools, and comments to collaborate on a financial plan.