These are the HTML Freebies (webpages), so just regular left click to view them (there's no need to right click and download)
Most all
free online financial calculators on the web.
Comparisons with other
financial planning software vendors.
List your desire to buy or sell a financial planning business or see a list of people wanting to buy practices.
Sample comprehensive financial plan, and a tutorial on how to grow your practice by learning how to make sample plans and present them.
About financial planning software reviews by Finra and approvals by Broker Dealer compliance.
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 and about custodians for money managers.
List of most all 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 loan, 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.
Free 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.
About the five most-commonly-used
Investment Risk Tolerance Categories.
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.
About creating custom benchmark investment portfolios to properly compare investment performance apples-to-apples.
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 techniques.
Opinion on
private money managers vs. mutual funds. Common sense tips for hiring money 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 printing help page about dealing with stubborn pie charts.
This is the free downloads page 2 of 2. Go to downloads page
1
of 2 (non-HTML freebies)
Go to the page with the
Free Financial Plan Demos
