Free Personal Finance eBook for Investors and Money eBook for Financial Planners.

Money eBook Table of Contents

Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

Confused? It Makes More Sense if You Start at the Home Page

Financial Software Price List

How to Buy Investment Software

Discounts for Financial Advisers
(and how to subscribe to the full Bundled Deal for $100 a month)

Lifetime and 5- to 15-year Extended Subscriptions

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

Financial Planning Software Support

Financial Planner Software Updates

Site Map

Site Information, Ordering Security, Privacy, FAQs

Questions about Personal Finance Software? Call (503) 309-1369 or Send E-mail to

Free Downloads and Money Tools
(are listed below)

Free How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Myths

Free Sample Comprehensive Financial Plans

Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources

List of Free Financial Planning Software Demos

Selected Links to Other Relevant Money Websites


Free Retirement Calculators

Free 401(k) Calculators

Free Financial Calculators

Free Family Money Calculators

Free Real Estate Calculators

Free Debt Calculators

Free Investment Calculators

Free Tax Calculators

Free College Saving Calculators

Free Insurance Calculators

Free Business Owner Calculators

The page numbers were removed here to avoid arduous formatting that likes to change randomly.

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 for the Money eBook on investing.

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

About Being a Financial Advisor - For Dummies

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

About Mutual Funds

Mutual Fund Turnover and Tax Efficiency

About Mutual Fund Share Classes

Why You Should Avoid American Funds

Why You Should Avoid Target Funds & Life Cycle Funds

Chapter Eight

About Investing

All About the Five Different Types of Investment Risk Tolerance Categories

About ETFs

Why ETFs are the "Tail Wagging the Market Dog"

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

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

About the "Seeking Alpha" People

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

Why this is a "Man's Business"

Chapter Eleven - Summary & Miscellaneous

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

A Short Primer on Errors and Omissions Insurance

Financial Planning Software Tutorial 101: Most everything you wanted to know about financial planning software with answers to most all questions from A to Z.

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 401(k) Marketing

About Morningstar

About Portfolio Management Software

About Portfolio Benchmarking

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

Apropos Stories about the Biz

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

Then there's also over a hundred enlightening press articles pasted into Word docx files. On average one every few days is pasted somewhere.

Financial Planning Software Modules For Sale
(are listed below)

Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)

Goals-Only "Financial Planning Software"
(the MoneyGuidePro alternative for 1% of their price)

Retirement Planning Software Menu: Something for Everyone
(the RWRs, RP, and SRP)

Comprehensive Asset Allocation Software

Model Portfolio Allocations with Historical Returns

Monthly-updated ETF and Mutual Fund Picks

DIY Investment Portfolio Benchmarking Program

Financial Planning Fact Finders for Financial Planners Gathering Data from Clients

Investment Policy Statement Software (IPS)

Life Insurance Calculator (AKA Capital Needs Analysis Software)

Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization

Investment Software for Comparing the 27 Most Popular Methods of Investing

Rental Real Estate Investing Software

Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector

College Savings Calculator

Financial Seminar Covering Retirement Planning and Investment Management

Sales Tools for Financial Adviser Marketing

Personal Budget Software and 75-year Cash Flow Projector

TVM Financial Tools and Financial Calculators

Our Unique Financial Services
(are listed below)

We're Fee-only Money Managers: So you can hire us to manage your money, and/or financial advisers can hire us to manage client money, using our Model Portfolios and/or Asset Allocation Systems

Mr. Market Timer's Unique Market-neutral Stock Market Timing Services
(the hedge fund alternative)

Consulting Services: Hire Us to Make Your Financial Plan, Retirement Plan, Benchmarking Report, Whatever

Buy or Sell a Financial Planning Practice

Miscellaneous Pages of Interest
(are listed below)

Primer Tutorial to Learn the Basics of Financial Planning Software

About the Department of Labor's New Fiduciary Rules

Using Asset Allocation to Manage Money

Download Brokerage Data into Spreadsheets

How to Integrate Financial Planning Software Modules to Share Data

CRM and Portfolio Management Software

About Monte Carlo Simulators

About Efficient Frontier Portfolio Optimizers

Calculating Your Investment Risk Tolerance

About Discount Brokers for DIY Money Management

About 401(k) Plan Management

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