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Buying Financial Planning Software Outside the U.S.

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Miscellaneous Pages of Interest
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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

Most credit card orders from countries outside the U.S. will work, if you fill out the order form the way the bank needs it

Tips for using the secure ordering forms if you are NOT in the US:

• Type your name in exactly like it shows on the credit card. If it's a business, then input that name. Do not input any of these: Dr., Mr., Mrs., Ms., etc.

• Enter all of your street address into the first address field. Leave the second address field blank.

• Enter your city into the city field. Don't put anything else in this field, no commas, numbers, or anything.

• Don't do anything with the U.S. state field drop-down box, unless you're in Canada. If so, then choose your Province from this list.

• Choose your country from the country drop-down box. You'll need to send an e-mail first if you're in the "other side of the world."

• Put in whatever numbers normally go after your city in the postal / zip code field. It's limited to six characters because of problems with nine-digit U.S. zip codes, and Canadian orders require six characters. Canadians: Please ensure all letters are in UPPER CASE.

• Enter "800-658-1824" exactly like this into the phone number field. Don't enter any other numbers here. This is the only way it will work for international orders.

• Enter the e-mail address you want your program(s) sent to. It has to be valid because the bank's software checks before approving. Also, please make sure you have enough free e-mail server space to receive the files (see the section below).

• MasterCard and Visa credit cards only, sorry. Some MasterCard and Visa debit cards will also work as credit cards. You can try, as it won't do anything but fail if it doesn't work.

• Make sure to WAIT at least ten seconds after you click the submit button at the bottom. It takes a few more seconds to approve international orders. Don't do anything until it stops thinking and you get either the approved or disapproved page back. If you are impatient and click submit again (and your order is approved) then you'll have ordered, and paid, twice.

If it still doesn't work, then please send e-mail or call 800-658-1824

About E-mail Servers Being Full

This is rarely a problem these days, because of the massive free e-mail most everyone has, but it still happens (especially if you checked the box "leave e-mail on the server").

Every e-mail server has a limit as to how much a user can store. If you don't delete these e-mails from the actual server, it will eventually clog up.

If you have everything (like MS Outlook) set up to store your e-mail on the server, then it will eventually fill up, you won't be able to get any new e-mail, and people that sent them will receive failed mail notices. If your e-mailbox is full, then you won't be able to get new e-mail until you empty it on the server side. In other words, just emptying it on your PC won't make a difference, and you'll never know you're not receiving new e-mail.

In general, the more money you pay your ISP (Internet Service Provider, like Comcast), the more server space you'll have for storing e-mail. Free e-mail (Hotmail, Yahoo, MSN, etc.) will have less storage space (usually only around 10Mb).

So... first you should decide if you want your e-mail stored on your ISP's server. The only advantage is if you have a problem with your computer, and you lose your stored e-mail, then you can get it back because they have a copy of everything on their servers. That's the only advantage. The disadvantages are:

• It will eventually clog and then you'll have to unclog it. This will keep happening forever.

• It's easier for other people to read your e-mail when it's sitting on someone else's server.

• It makes it easier for viruses and spam bombs to find your e-mail address and spam you.

If you're like most people, and choose to not store e-mail on your ISP's server, then here's how to stop it:

For MS Outlook Express: Go through these menus: Tools, Accounts, Properties, Advanced, and then make sure the "Leave a copy of messages on server" button, at the bottom under Delivery, is not checked.

For other programs you'll have to hunt and peck until you find it. You may have to do this too, in addition to doing it on your Outlook.

Personal Finance Software Modules For Sale
(are listed below)

Fully-Integrated Financial Planning Software

Menu of Retirement Planning Software

Asset Allocation Overview with Historical Portfolio Performance

Comprehensive Asset Allocation Calculator

Asset Allocation Models with Investment Track Record

Monthly Updated Mutual Fund Picks

TVM Financial Tools and Free Financial Calculators

Free Personal Budget Software

Financial Planning Fact Finders

Investment Policy Statement Software

Bond Calculators

Investment Software for Comparing 27 of the Most Common Investment Strategies

Life Insurance Needs Calculator

Rental Real Estate Analysis Software

Net Worth Calculator

College Savings Calculator

Money eBook for DIY Investors and Financial Advisers

Marketing Seminar for Financial Planners

Financial Planning Marketing Tools

Our Unique Financial Services
(are listed below)

Fee-only Hourly Consulting on Anything You're Willing to Pay For

Using Custom Investment Benchmark Portfolios to Compare Performance

Free Financial Planner Directory

Coaching for Financial Planners

Pay Listings for Buying or Selling an Investment Management or Financial Planning Practice

Personalized Optimized Allocations for 401k / 403b and Similar Retirement Plans

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