Personal Finance eBook for Investors and Money eBook for Financial Planners.
Money eBook Table of Contents

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 the Financial Planning eBook? Call (800) 658-1824 or Send E-mail

Free Downloads and Money Tools
(are listed below)

Free Sample Comprehensive Financial Plans

Free Downloads, Investing Tips, and Tutorials

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

The page numbers were removed here to avoid arduous formatting that likes to change whenever it feels like it. Also, if something appears to be missing in this list, then it's not part of the main Money eBook document, so it's an additional document without a TOC.

Table of Contents

Introduction and Prologue

Chapter One

Why So Much in the Financial Services Business is a Mystery

Who the Players are in Financial Services Firms

How the Business is Structured

Chapter Two

Where the Money Flows

Chapter Three

Learning About 12 Types of Financial Professionals

All About Financial Planners

What Estate Planning is Really All About

Things to Look for in a Financial Professional

About Advisor Professional Designations and Degrees

Chapter Four

Should You Manage Your Own Investments?

The Benefits of Hiring a Professional Financial/Investment Advisor

Why a Little Difference in Return Makes a Big Difference in Your Retirement Income

Chapter Five

Questions You Should Ask Your Financial Professional

Things to Think About If You Want to Manage Your Own Investments

Chapter Six

The Three Ways to Manage Money

Asset Allocation

Which One of the Three Methods of Managing Money Works the Best

Market Timing

Security Selection

Portfolio Optimization

Why Optimizing Is Not Needed and is More Trouble than it’s Worth 

Chapter Seven

All about Mutual Funds

Mutual Fund Turnover and Tax Efficiency

All about Mutual Fund Share Classes 

Chapter Eight

About Investing

All about the Five Different Types of Investment Risk Tolerance Categories

Why You Should Avoid Target Funds & Life Cycle Funds

About ETFs

The Current Fad

Why You Should Always Avoid “Crap Bonds” (asset-backed securities)

About Private Money Managers

Why You Shouldn’t Invest Proceeds from Home Refinancing

Hedge Fund Tutorial

Dollar Cost Averaging
Why You Should Always Avoid American Funds
About Using a Discount Broker to Custody Your Money
About Monte Carlo Simulation Software 

Chapter Nine

About Self-managing Your 401(k) / 430(b) and Similar Plans

Sample Asset Allocations for 401(k) Plans

About 529 College Plans and Why You Should Consider Not Using Them

Chapter Ten

More about the Financial Services Industry

About the Life Insurance Industry

What Life is Like Working for Financial Professionals

Why There’s No Jobs in the Financial Services Industry

Everything You Need to Know About Being a CFP

About the CFA Program and how to Pass the (and other) Exams the First Time 

Chapter Eleven - Summary & Miscellaneous

How to Complain if You’ve Been Wronged by a Financial Advisor

A Short Primer on Errors and Omissions Insurance

About Getting Financial Planning and Investment Software Approved for Use

About Variable Annuities

About Fixed Annuities

How and Why You Should Fire Your BD and FINRA to Become Your Own RIA

About (Seminar) Marketing

About Morningstar

About Portfolio Management Software

The Only Actual Analysis of the Optimal Age to Collect Social Security

Apropos Stories about the Biz

The Summer Slowdown, About Your Health, Being Frozen by News, and Basic Life Tips, etc.

 

Then there are dozens of enlightening press articles pasted into Word docx files. On average one every other day is pasted somewhere. You'll get links to over 100Mb of these critical downloads to read.

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

Asset Allocation Software

Asset Allocation Models with Investment Track Record

Our Monthly-updated Mutual Fund Picks

Financial Tools

Family Budgeting Calculator

Financial Planning Fact Finders

Investment Policy Statement Software

Bond Calculators

Investment Software for Comparing 27 of the Most Common Investment Strategies

Life Insurance Calculator

Real Estate Software

Net Worth Calculator

College Savings Calculator

Financial Planning eBook

Marketing Seminar for Financial Planners

Financial Planning Marketing

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

Financial Planner Directory

Coaching for Financial Planners

Personalized Optimizations for 401k / 403b and Similar Retirement Plans

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

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