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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_finder.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.
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 - Training about market timing and stock picking.
mdib_rmd_calculator.htm - IRS age 70 and a half IRA minimum distribution calculator (AKA 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 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_tutorial.htm - Tutorial on how to manage money for financial planning clients
(sample of Money eBook).
monte_carlo.htm - Monte Carlo simulation tutorial.
mutual_fund_recommendations.htm - 97 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.
ordering_financial_planning_software.htm - How to order software financial planning software.
pc.htm - Tips on buying and living with personal computers.
personal_budget_software.htm
-
Family budget software and cash flow projector.
personal_budget__software_directions.htm
- Instructions for using the
family budget software program.
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 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 a 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).
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.
toll_free_phone_number.htm - All about our
toll-free phone number.
variable_annuities.htm - All about variable annuities.
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