Toolsformoney.com's Financial Planning Software Site Map.

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

info.htm - Toolsformoney.com's information page about the site, security, and privacy, history of the site, software developer, and the financial plan software industry.

insurance_calculators.htm - Most all free online insurance calculators.

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_book_contents.htm - Table of contents for the financial planning money book.

investment_calculators.htm - Most all free online investment calculators.

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

investment_comparator_directions.htm - Directions for the investing comparison financial software.

investment_fact_finders.htm - Discovery fact finders for financial planning clients, with tutorial on how conduct client fact finding interviews.

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

IRS_retiring_at_50.htm - Read the 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 and income replacement needs.

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

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

market_timing.htm - About market timing and stock picking.

mdib_rmd_calculator.htm - IRS age 70 and a half IRA minimum distribution calculator (MDIB / RMD / MRD).

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 allocation model returns assuming 1.5% annual investment management fees.

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

money_management_tutorial.htm - Tutorial on how to manage money for financial planning clients.

monte_carlo.htm - Monte Carlo simulation tutorial.

mutual_fund_recommendations.htm - 93 professionally selected mutual fund picks for use with investment management software.

net_worth_calculator.htm - Net worth software (money calculator 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 models.

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

pc.htm - Tips on buying and living with personal computers.

personal_finance_calculator.htm - The most powerful personal finance calculator for it's size ever created.

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

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

real_estate_software.htm - Rental real estate investing software.

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 plan's proposed demo page (after financial planning implementation).

retirement_planner.htm - RP Retirement planning software program.

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 software 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 an RWR retirement plan in less than 10 minutes.

ria_setup_consulting.htm - How to fire FINRA and your Broker Dealer to become your own fee-only RIA (Registered Investment Advisor). Also a huge list of disadvantages of being a FINRA Registered Representative with a Broker Dealer.

social_security.htm - A page about when to start collecting Social Security.

tax_calculators.htm - Most all free online tax calculators.

HTML Site map page 1 of 2

Product Information

Menu of Retirement Planning Software

Asset Allocation Overview with Our Historical Returns

Asset Allocation Software

Asset Allocation Models with Our Historical Returns

Our Monthly Updated Mutual Fund Picks

Financial Plan Tools

Family Budgeting Calculator

Financial Planning Fact Finders

Investment Policy Statement Software

Bond Calculators

Investment Software for Comparing 22 Methods of Investing

Buy Term Life Insurance and Invest the Difference in Mutual Funds vs. Whole Life Insurance Calculator

Life Insurance Calculator

Real Estate Software

Net Worth Calculator

College Planning Software

Financial Planning eBook

Minimum Required Distribution Calculators

About Investment Risk Tolerance

Contents of a New Fee-Based Prospect Binder

Services

Fee-only Financial Planning and Investment Consulting for Consumers, Investors, and Financial Planners

Building Custom Investment Benchmark Portfolios

Financial Planner Directory

How to Become Your Own RIA

Coaching for Financial Planners

Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans