5 tech tips for the What-If tool
All Moneytree online planning applications include a powerful “What-If” tool that allows you to make on-the-fly adjustments to see how various plan changes could impact your clients’ futures. It will provide the expected projected capital based on fixed-rate assumptions, along with a Monte Carlo simulation based on annually randomized rates of return. The What-If is […]
Maximizing contributions in 2024
It looks like 2024 is shaping up to be a rather run of the mill tax year. Inflation is finally cooling, but the annually adjusted tax figures are still high. One silver lining is increased contribution limits to qualified retirement plans. All of Moneytree’s financial planning can allow you to easily update financial plans to […]