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MoneyGuidePro 3.8.2 |
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We are pleased to announce significant enhancements to MoneyGuidePro's Social Security capabilities, including a stand-alone calculator as well as additional details and abilities for Social Security planning.
The enhanced and updated features will cause changes to plan results. It is very important that you review your plans after the release. Please note that MoneyGuidePro will not be available from Friday, April 17 at 9:00 pm to Saturday, April 18 at noon ET to deploy this release.
A summary of features and enhancements in this release:
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Enhanced Social Security interface and input options to improve the estimation of benefits |
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The ability to enter ex-spouse benefits and detailed wage history |
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Added Windfall Elimination Provision and modified Cost of Living Adjustment |
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Solve feature for maximum lifetime benefit |
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Enhanced Social Security detail and strategy comparison on the What If Worksheet |
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Additional Social Security action items in the Executive Summary |
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A stand-alone Social Security Calculator |
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Updates to key data including college expenses and long term care |
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Streamlined resource entry and modernized graphics |
Click here for detailed release notes.
We are also updating historical returns and will send a separate email with the details of those updates.
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Time is running out for you to get 60 free days of Yodlee® |
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Start your trial of Yodlee before April 15 and get 60 days of free access, including seamless integration with MoneyGuidePro and three new Yodlee-powered personal financial planning apps.
Click here to register for your free trial. If you choose to purchase Yodlee at the end of your trial, you'll pay just $365* for a one-year subscription.
*Must begin free trial before April 15, 2015. Yodlee annual pricing is $365 for up to 100 clients; additional clients will be billed at $3.00 each per year. Yodlee® is a registered trademark of Yodlee, Inc. |
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To introduce you to our new integration partner Wealth Access, we are bringing you an Integration Spotlight webinar on Tuesday, April 21 at 2 pm ET.
Wealth Access portfolio analysis and investment monitoring software aggregates information from over 20,000 financial institutions and other sources. They help investors and their advisors make smarter decisions about finances by providing a complete, clear, shareable view of an investor's net worth.
This webinar will include an overview of the seamless integration between MoneyGuidePro and Wealth Access and share some of the key features of Wealth Access. |
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Spotlighted Feature:
Health Care SMART Goal |
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Only 14% of plans created in MoneyGuidePro include a Health Care Goal. Are you planning for health care costs?
Health care expenses are a major concern for those in or nearing retirement, and many clients are now saying they want and need a financial advisor who can help them address those costs. MoneyGuidePro's Health Care SMART Goal provides estimated costs for Medicare Parts B and D, Medigap policies, and out-of-pocket expenses, adjusted for your client's income level.
Add a Health Care SMART Goal to a financial plan today. |
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Now that the madness is almost over . . . |
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Time to get back to practice and unlock new skills by joining our experts in a hands-on interactive training session. Increase your confidence and efficiency by being coached through multiple case studies while learning top client-engagement techniques. Take it to the next level and register now!
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PIEtech, Inc
1588 Oakbridge Ter
Powhatan, VA 23139 |
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