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How Compound Interest Works calculator truly limits it's use to us and our clients.
I just wanted to provide the feedback that the limitations to initial investment and annual contribution on the new How Compound Interest Works calculator truly limits it's use to us and our clients. We are going to have to use alternative tools to run scenarios for clients with anything over 500,000 starting value which is a bit disappointing. Is this something that will be adjusted on the calculator for the future?
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Social Post image
Does not feel as though the image matches the social post Prevent a Rift: Money Tips for Newlyweds.
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New Year Greetings
Hello, would like an option for a New Year's greeting by email. Only seeing social media. Thanks!
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Automated Monthly Market Insights for social media have a typo
Automated Monthly Market Insights social media posts has a thumbnail with a title of "Quarterly Market Insights" this needs to be corrected to say "Monthly Market Insights"
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A helpful blog post
We continue to encounter clients who think it is ok to pay workers off the books. This is a suggested article I wrote the attached blog post to highlight the risk. Pete Decker peter.decker@htptrs.com
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Your article "What If Your Kids Decide Against College?" needs edited. The last sentence in the second paragraph says that college costs have increased 12% during the same period. I think the period discussed is from 2010 until now. College costs have increased way more than 12% in 15 years. Maybe the 12% is supposed to be 120%? Definitely not 12%. Article is unusable as is.
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Automatic Weekly Email Content Addition - Market View Weekly
When will you be establishing the Market View Weekly as an AUTOMATIC weekly email to clients rather than requiring us to 'send' it each week?
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Monthly Market & Economic Video
Where to find them? Not easy. I would think I'd find the monthly market videos in the Video Folder in the Content Library. But they are not . Please HELP!
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Please update your article, How the SECURE Act 2.0 Changed RMDs.
The QCD limit for 2024 was not $100,000, it was $105,000. Now that we are in 2025, please update to reflect 2025 QCD limit which is $108,000. I can't use this article until it's updated.
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You need to edit the article "9 Facts About Social Security"
Please look at the itemized paragraphs. There are double numbers in most places. Looks like someone copied and pasted without checking their work.
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