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These are the HTML Freebies
Most all free online financial calculators on the web
Comparisons with other financial planning software vendors
Financial planners can list their practices in the
financial planner directory, so local investors can find them
List your desire to buy or sell a financial planning business
Sample
comprehensive financial plan, and a tutorial on how to grow your business by knowing how
to present it
Financial
planning test battery - see if you have what it takes to make it in the financial planning
business
Read about financial planning software FINRA and Broker Dealer compliance
All about using portfolio optimization software to create efficient frontiers
How to use the financial planning fact finders via e-mail or online downloading
Financial Planning Fact Finding: Tutorial on financial data collecting for use with financial planning software
Links to other investment and financial websites (page 1 of 2)
Investing
links page 2 of 2
About using discount brokers to manage your own investments
Free basic online financial calculators
List of most all free online business calculators
List of most all free online college calculators
List of most all free online debt and credit card calculators
List of most all free online family money calculators
List of most all free online insurance calculators
List of most all free online investment calculators
List of most all free online real estate calculators
List of most all free online retirement calculators
List of most all free online tax calculators
Financial planning advice on why you should NOT wait to start collecting your Social Security benefits
The short version of what portfolio management and CRM software is, what it does, who makes it, and what it costs
Advice on the recommendation: "Refinance your mortgage to drum up money to invest"
Tips for newbies thinking about putting on financial planning prospecting seminars (bottom of the page)
Tips about Errors and Omissions (E&O) insurance
Something everyone selling or owning American Funds should read
The five most commonly used Investment Risk Tolerance Categories explained
Ancient letter for sending to prospects
before the first appointment
Sample marketing piece for fee-only
independent financial planners
Sample financial planning meeting agenda
Old letter for sending to prospects to do
homework before the second appointment
Short
primer on endowment funds
Opinion on the usage of hedge funds
All about benchmark investment portfolios
Tutorial
on Monte Carlo: What it is, why you're hearing about it, what it's good for, and what it's
not good for
Tips on why you don't need to Dollar Cost Average when you use asset allocation
Opinion on private money managers vs. mutual funds. Common sense tips for hiring managers
Sample excerpt of the money eBook about money management
How to fire FINRA and your Broker Dealer to become your own fee-only RIA (Registered Investment Advisor)
Tips on buying and living with personal computers that will save you lots of time, money, and grief
Our hourly Consulting rates and info
Help on using MS
Excel
Printing in Excel tips
Another Excel help page
Generic Tip: If you're shopping for financial
planning software, see if the vendor has a link on their home page that says anything
like: Bug list, patches, known problems or issues, Beta, etc. This is a red flag that
their investment software is full of bugs (that never get fixed).
This is the free downloads page 2 of 2. Go to downloads page 1 of 2
(non-HTML freebies)
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