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Site Information
(is listed below)
Confused? It Makes More Sense if You Start at the Home Page
Why We're Better at Financial Software
Price List of All Personal Finance Software Modules
How to Buy Money Calculator Software in General
Huge Discounts for Financial Planning Advisers and Money Managers
New Financial Planner Starter Kit
Professional Investment Portfolio Building Kit
Financial Plan Software Support
Personal Finance Software Updates
Site Map
Site Info, History, Ordering Security, Privacy, FAQs
Questions About Personal Finance Software? Call (800) 658-1824 or Send E-mail
Free Downloads and Money Tools
(are listed below)
Free Sample Comprehensive Financial Plans
All Financial
Plan Software Module Demos Listed on One Page
Links to Other Personal Finance Websites
The World's Best Free Retirement Calculator
Other Free Retirement Calculators
Free Bond Yield to Maturity Calculator
Our Free Financial Calculators
Other Free Online Financial Calculators
Free Family Money Calculators
Free Real Estate Calculators
Free Debt Calculators
Free Investment Calculators
Free Tax Calculators
Free College Calculators
Free Insurance Calculators
Free Business Owner Calculators
Miscellaneous Pages of Interest
(are listed below)
How to Get Your Brokerage Account Data to Download into Our Financial Tools
About Financial Plan Software Integration
About Portfolio Management Software and CRM Software
About Using Monte Carlo with Personal Finance Software
About Portfolio Optimization
About Investment Risk Tolerance
About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors)
About Long-term Care Insurance Software
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These are the HTML Freebies (webpages), so just regular left click to view (no need to right click and download)
Most all
free online financial calculators on the web.
Comparisons with other
financial planning software vendors.
Financial planners can list their practices in the
financial planner directory, so local investors can find them.
List your desire to buy or sell a financial planning business.
Sample
comprehensive financial plan, and a tutorial on how to grow your practice by learning how to present it.
Financial planning test battery - see if you have what it takes to make it in the financial planning business.
Read about financial planning software
approval by FINRA and Broker Dealer compliance.
About
using portfolio optimization software to create efficient frontiers..
How to use the
financial planning fact finders via e-mail or online downloading.
Financial Planning Fact Finding: Tutorial on financial data collecting for use with financial planning software.
Links to other investment and financial websites (page 1 of 2) Investing links page 2 of 2.
About using discount brokers to manage your own investments and about custodians for money managers.
List of most all free basic online financial calculators.
List of most all
free online business calculators.
List of most all
free online college calculators.
List of most all
free online
loan, debt, and credit card calculators.
List of most all
free online family money calculators.
List of most all
free online insurance calculators.
List of most all
free online investment calculators.
List of most all
free online real estate calculators.
List of most all
free online retirement calculators.
List of most all
free online tax calculators.
Free financial planning advice on
why you should NOT wait to start collecting your Social Security benefits.
The short version of what
portfolio management and CRM software is, what it does, who makes it, and what it costs.
Advice on the recommendation: "Refinance your mortgage to drum up money to invest."
Tips for newbies thinking about putting on
financial planning prospecting seminars (bottom of the page).
Tips about Errors and Omissions (E&O) insurance.
Something everyone
selling or owning American Funds should read.
About the five most-commonly-used
Investment Risk Tolerance Categories.
Ancient letter for sending to prospects before the first appointment.
Sample marketing piece for fee-only independent financial planners.
Sample financial planning meeting agenda..
Old letter for sending to prospects to do homework before the second appointment.
Short
primer on endowment funds.
Opinion on the
usage of hedge funds.
All about
creating custom benchmark investment portfolios to properly compare investment performance apples-to-apples.
Tutorial
on Monte Carlo: What it is, why you're hearing about it, what it's good for, and what it's not good for.
Tips on why you don't need to
Dollar Cost Average when you use asset allocation.
Opinion on
private money managers vs. mutual funds. Common sense tips for hiring money managers.
Sample excerpt of the
Money eBook about money management.
How to fire FINRA and your Broker Dealer to
become your own fee-only RIA (Registered Investment Advisor).
Tips on buying and living with personal computers that will save you lots of time, money, and grief.
Our hourly Consulting rates and info.
Help on using MS
Excel.
Printing in Excel tips.
Another Excel
printing help page about dealing with stubborn pie charts.
This is the free downloads page 2 of 2. Go to downloads page
1
of 2
(non-HTML freebies)
Go to the page with the
Free Financial Plan Demos
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