Second half od the Tools For Money Site Map for Financial Planners and DIY Investors.

Tools For Money Site Map

This is the HTML Site Map Page 2 of 2 Go to the HTML Site Map Page  1  of 2
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

This is the Alphabetical List of All HTML Pages

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

First time visitors: Go to the home page, where the best Information is

Go to the site map of financial planning Word documents, PDFs, and Excel spreadsheets (everything that's not an html web page)

Tools For Money Site Map Information.

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, and End User License Agreements.

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_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 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 as a free demo.

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 - About making a one-time payment, and then being a subscriber to everything on this site, until one of us goes under or 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 the 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 DIY investment management.

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

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.

money_tree_easy_money_financial_planning_software_evaluation.htm - Review and evaluation of MoneyTree Easy Money financial planner software.

money_tree_financial_planning_software_evaluation.htm - Review, evaluation, and comparison made using MoneyTree financial planning software.

money_tree_golden_years_financial_planning_software_evaluation.htm - Review and evaluation of MoneyTree Golden Years financial advisor software.

money_tree_silver_financial_planning_software_evaluation.htm - Review, evaluation, and comparison made using MoneyTree Silver financial planner software.

moneyguidepro_financial_planning_software_evaluation.htm - Evaluation, reviews, and comparisons made with MoneyGuidePro financial plan software.

monte_carlo.htm - Monte Carlo simulation tutorial.

mr_market_timer.htm - Unique market-neutral stock market timing service.

mutual_fund_picks.htm - The page with the returns of the mutual funds, ETFs, and benchmark indices

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

naviplan_financial_planning_software_evaluation.htm - Review, evaluation, and comparisons made with NaviPlan Select financial software

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 - Site map of Financial Planning Word documents, PDFs, and Excel spreadsheets

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

paypalform.htm - How to buy personal finance software now using PayPal.

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 - 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.

read_this_first_when_learning_about_financial_planning_software.htm - just what it says

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_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 demos.

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 in general.

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).

riskalyze_investment_software_review.htm - Summary of this investment software service.

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.

tax_qualified_plan_wrappers.htm - About the value of tax-qualified investing in low tax rate environments.

tax_software.htm - Dissertation about why you don't really need financial plan software to do clients' taxes.

Torrid_tech_financial_planning_software_evaluation.htm - Review evaluation and comparison of Torrid Tech's retirement planners with RWR.

trial_periods_for_personal_finance_software.htm - About the limited-time trial periods for select financial planning software modules.

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

variable_annuities.htm - About variable 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

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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