Personal Finance Software for Investors and Financial Planning Software for Financial Planners.
Tools For Money Site Map

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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 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

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

Press "Control F" to search for things on this page (quick and easy)

First time visitors: Go to the home page, where all of the best info is

Go to the map of Financial Planning Word documents, PDFs, and Excel spreadsheets

 

independent_financial_planning.htm - Sample financial planner marketing piece to introduce prospects to the benefits of independent, fee-only, financial planning.

info.htm - Tools For Money information page about the site, security, privacy, history of the site, software developer, and the financial plan software industry.

insurance_calculators.htm - Most all free online insurance calculators.

integrated_financial_planner.htm - The suite of fully-integrated financial planning software.

international_orders.htm - Tips for getting financial planning software orders approved outside the U.S.

investing_links.htm - Investment-related website links, page 2 of 2.

investment_calculators.htm - Most all free online investment calculators.

investment_comparator.htm - The one and only investment software that compares popular methods of investing with each other.

investment_comparator_directions.htm - Directions for the investing comparison personal finance software.

investment_fact_finders.htm - Tutorial on how conduct client fact finding interviews.

investment_planning.htm - Discounted bundle that has all of the investment software on the site.

investment_policy_statement.htm - IPS (investment policy statement) making software for individual clients with tutorial.

investment_policy_statements.htm - IPS (investment policy statements) making software with the first page in html.

investment_risk_tolerance.htm - The five most-commonly-used investment risk tolerance categories explained.

ips_instructions.htm - Instructions for using the IPS software.

IRS_72t_distributions.htm - IRS page that describes how to avoid IRA premature penalties by using 72(t) distributions.

IRS_retiring_at_50.htm - IRS page that describes the process of using substantially equal periodic payments to tap IRAs at age 50.

life_insurance_calculator.htm - Life insurance calculator software for determining a family's true lump sum, income replacement, and future needs.

life_insurance_instructions.htm - Instructions for using the life insurance software.

lifetime_subscription.htm - Read about making a one-time payment, and then being a subscriber to EVERYTHING on this site, until one of us dies.

load_funds_investment_model.htm - The returns of the all-loaded mutual fund asset allocation models.

long_term_care_insurance.htm - Short explanation of why it's hard to find long-term care insurance software.

market_timing.htm - Tutorial on how to manage money for financial planning clients (sample of Money eBook).

market_timing_calculator.htm - Calculator for modeling market timing strategies.

model_portfolio_instructions.htm - Asset allocation model instructions.

model_portfolios.htm - Asset allocation models for investment management.

model_portfolios_with_fees.htm - Asset allocation model returns assuming 1.0% annual investment management fees.

model_portfolios_with_high_fees.htm - Asset allocator model returns assuming 1.5% annual investment management fees.

model_portfolios_with_low_fees.htm - Asset allocating model returns assuming 0.5% annual investment management fees.

money_ebook.htm - Financial planning eBook for understanding the financial services industry and investment management.

money_eBook_contents.htm - Table of contents for the money book.

money_management_systems_for_advisors.htm - Detailed comparison between our money management systems and those of all competitors for advisers.

money_management_systems_for_investors.htm - Here's a page with more marketing blurbs and compares our money management systems to competitors for investors.

monte_carlo.htm - Monte Carlo simulation tutorial.

mr_market_timer.htm - About our upcoming market timing services.

mutual_fund_recommendations.htm - 100+ professionally selected mutual fund picks.

net_worth_calculator.htm - Net worth software (financial spreadsheet for making family balance sheets).

net_worth_calculator_directions.htm - Instructions for using the net worth software.

no_load_funds_investment_model.htm - The returns of the no-load mutual fund model portfolios.

non_htm_site_map.htm - map of Financial Planning Word documents, PDFs, and Excel spreadsheets

ordering_financial_planning_software.htm - How to order software financial planning software.

personal_budget_software.htm - Family budget software and cash flow projector.

personal_budget__software_directions.htm - Instructions for using the family budget software program.

personal_finance_software_downloads.htm - Free financial planner software downloads (page 1 of 2).

portfolio_benchmarks.htm - Creating custom benchmark investment portfolios and linking investment advisor's models.

portfolio_management_software.htm - What portfolio management software is, what it does, who makes it, and what it costs.

portfolio_optimization.htm - All about using efficient frontier software to optimize investment portfolios.

printing_in_excel.htm - Tips on getting financial planning software to print well using MS excel.

private_money_managers.htm - Opinion about private money managers.

real_estate_calculators.htm - Most all free online real estate calculators.

real_estate_software.htm - Rental real estate investing software.

real_estate_software_directions.htm - Directions for the real estate calculator software programs.

retirement_calculator.htm - The world's most powerful free online retirement calculator.

retirement_calculators.htm - Most all free online retirement calculators.

retirement_plan.htm - RP retirement planner's proposed demo page (after financial planning implementation).

retirement_planner.htm - Retirement Planning software program (RP).

retirement_planning.htm - Menu of retirement planning software and calculators.

retirement_plans.htm - What the changes are from the current to proposed RP retirement plan demo.

retirement_savings_calculator.htm - Dual RWR retirement savings calculator where you can see both current and proposed reports at the same time.

retirement_software.htm - Real World Retirement software program (RWR).

retirement_software_demo.htm - How to use the "demo" programs.

retirement_software_quickie.htm - How to make a retirement plan in less than 15 minutes.

ria_setup_consulting.htm - Why and how to fire FINRA and your Broker Dealer to become your own fee-only RIA (Registered Investment Advisor).

simple_retirement_planner.htm - An even more simple version of the RP retirement planner.

social_security.htm - Analysis about when to start collecting Social Security.

target_date_models.htm - About investing in target date mutual funds, and how we invented a superior method of using them to avoid the disadvantages while keeping the advantages.

tax_calculators.htm - Most all free online tax calculators.

trial_periods_for_personal_finance_software.htm - About the limited-time trial periods for select personal finance software modules.

toll_free_phone_number.htm - About our toll-free phone number.

using_unapproved_money_management_systems.htm - How to use our investment software, even if your Broken Dealer says no.

fixed_annuities.htm - All about fixed annuities.

what's_new.htm - If there's anything new on the site, then it will be posted here.

why_whine_about_the_life_insurance_industry.htm - Answers to the question, "Why do these bozos whine so much about the life insurance industry?"

Go to HTML Site map page  1  of 2

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

Financial Planning Seminar

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

© Copyright 1997 - 2012 Tools For Money, All Rights Reserved