Alphabetical List of All Non-HTML Files
Word-based financial planning documents, Excel spreadsheet money calculators, and other financial plan demo files that are not in normal webpage format
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All Word Documents and Excel Spreadsheets in Alphabetical Order
401k_calculator_demo.xlsx -
Demo for the 401(k) calculator so you can see what it looks like with sufficient input
401k_plan_management.docx - Relevant press articles about 401(k) plans
529_Plans.docx - Press articles about 529 college savings plans
About_financial_planners_and_adviser_earnings.docx - Articles about hiring a financial planner and about earning a living as a financial adviser
About_hedge_funds.docx - Relevant article about hedge funds
AIG.docx - Articles about the worst life insurance company
http://mrmarkettimer.com/Ameriprise_cloud_hacked.docx - Press articles about why you should avoid financial cloud computing
Annuity_Investing.docx - Articles about annuity investing
asset_allocation.xlsx - Demo for the comprehensive asset allocation software
asset_allocation_example_with_downloaded_data.xlsx -
Example of how to easily get online financial statement date to download into money spreadsheets
asset_allocation_text.docx - Report explanation text for clients to understand the
comprehensive asset allocation calculator reports
asset_distribution_calculator_demo.xlsx - Asset distribution software demo
benefits_of_using_financial_plans.docx -
Information on the benefits of creating financial plans and about bogus numbers in financial plans
bond_calculator_demo.xlsx - Bond software demo with YTM calculator
buy_term_invest_the_difference_demo.xlsx - Buy term life insurance and invest the difference into mutual funds vs. whole life insurance calculator demo
cash_flow_demo.xlsx - Cash flow projector demo
college_calculator_demo_showing_reality.xlsx - College Planner demo showing the difference between a typical 529 plan and doing it yourself when markets are down
college_savings_calculator_demo.xlsx - College savings calculator demo
college_savings_reports.docx - Text that helps explain the college planning reports
correlation_coefficients.docx - Screen prints showing how different asset classes moved during a bad month in the markets
Cost_of_Kids_Article.docx - Press article about the costs of raising children
current_budget_&_cash_flow.xlsx - Demo for the
family budget module of the IFP
current_college.xlsx - Demo for that module of the IFP
current_life_insurance_for_oldest.xlsx - Demo for the life insurance module of the IFP
current_life_insurance_for_youngest.xlsx - Demo for the capital needs analysis module of the IFP
current_net_worth.xlsx - Demo for the net worth calculator module of the IFP
custodian_download_example.xlsx -
Another part of the example showing how easy it is to download financial statement data into money calculators
disability_insurance_report.docx - Sample disability report for the risk management section of financial plans
emoney.docx - Article about why eMoney software users should worry
ETFs_make_it_impossible_to_beat_the_markets_anymore.docx - Why the Model Portfolios stopped reaming the markets after the meltdown
example_financial_plan_showing_long_term_care_needs.pdf -
Free example financial plan showing long term care needs
excel_pie_charts.xlsx - Workbook used to demonstrate how to format Excel pie charts
Fact_Finding_Revisited.pdf - Primer about financial planning discovery
family_budgeting_reports.docx - Family budget and cash flow report explanation
financial_documents.docx - Estate planning and relevant personal document organizer
financial_plan_implementation.docx - Sample financial plan piece showing the To-do list of implementing the sample financial plan
financial_plan_interview_notes.docx - The interview notes, concerns, and objectives page of the free example financial plan
financial_plan_introducton.docx - Financial plan introduction and disclaimer
financial_plan_report_cover.docx - Sample report cover for financial plans
financial_plan_showing_disability_insurance_needs.pdf - Sample financial plan showing disability insurance needs
financial_plan_table_of_contents.docx - Table of contents for the free sample financial plan
financial_planner.xlsx - Demo for the retirement planning module of the IFP
financial-planners.pdf - A page from the US Department of Labor about being a financial planner
financial_planning_client_screening.docx - Ancient flowchart showing the basics of how to screen financial planning clients
financial_planning_evaluation.docx - A form to give to financial planning clients after the financial plan is delivered so they can grade your services
financial_planning_fact_finding.pdf - Financial planning discovery primer
financial_planning_firm_bio.docx - Sample firm bio for marketing and prospecting
financial_planning_office_call_ins.docx - Sample script for receptionists at a financial planning or investment management firm
financial_planning_players.docx - Sample investment management firm's new prospect binder - "Who the players are" piece
financial_planning_referrals.docx - Tool for getting financial planning and investment management client referrals
financial_planning_services.docx - An example of
client level of services for each level of fees
financial_planning_software.docx - User manual for the Integrated Financial Planner software.
financial_quarterback.tif - Graphic showing financial planning clients the role the financial planner has with other financial advisors
financial_seminar_demo.docx - Financial planning and retirement planning investment seminar demo
financial_statements.docx - Sample client newsletter on how to understand (very old Pershing's) investment statements
financial_tools_demo.xlsx - Time value of money calculators demo with a large collection of financial calculators
Finra_Conduct_Rule_2214.pdf - Download Finra's list of rules and regulations
free_exmple_financial_plan.pdf - Basic example financial plan made from the IFP software
free_sample_financial_plan.pdf - Comprehensive sample financial plan made from the Integrated Financial Planner
goals-only_financial_planner_demo.xlsx -
Demo for the Goals-Only Financial Planner program
hidden_costs_of_home_ownership.docx - Article about the hidden costs of owning a home
in_memorial_of_zig_ziglar.docx - The late Zig was an icon of life insurance sales, marketing, and motivational training, in the 20th century
information_about_long_term_care_insurance.docx - Article about LTC insurance
intermediate_spreadsheet_example.xlsx -
Another part of the demonstration about getting online custodian data to flow into money spreadsheets
investment_benchmarks_example.xlsx - Example of a benchmark investment portfolio
investment_benchmarking.xlsx - Investment benchmarking demo
investment_comparator_demo.xlsx - Investing Comparator demo
investment_planning.xlsx - Comprehensive asset allocation calculator demo for the Integrated Financial Planner
investment_portfolio_benchmarking.docx - Old sample of a benchmark portfolio report using variable annuity subaccounts
investment_portfolio_trading.docx - Ancient tutorial for financial planners on how to make investment portfolio trades
jim_cramer_crap_stock_picker.docx - Article about this crazed stock picker
Just_say_no_to_American_Funds.docx - Why you should avoid buying or marketing American Funds
life_insurance_calculator_demo.xlsx - Life insurance calculator demo
Life_insurance_company_business_model.docx - Articles about the life insurance company business model
life_insurance_needs_reports.docx - Text that explains the life insurance needs reports
life_priorities.docx - A tool to help financial planning clients sort their life goals
long_term_care_insurance_reports.docx - Financial plan report text for long term care insurance
market_timing_model_calculator.xlsx - Demo for the market timing calculator
model_portfolio_demo.docx - Investment Model Portfolios demo showing historical yields and returns for all 65 Model Portfolios
model_portfolios_newsletter.docx - Sample client letter for understanding model investment management software
money_management_presentations.docx - Financial planner training on presenting financial planning reports to clients / prospects
monte_carlo_simulators.docx - Articles about Monte Carlo simulators in financial plan software
More_about_ETFs.docx - Everything you wanted to know about why, if you're not a trader, to avoid ETFs and just use regular old open ended mutual funds
more_on_why_you_should_be_your_own_ria.docx - More About the Broker Dealer business model and then how to grow out of it
mornigstar_stars.docx - About Morningstar's Mutual Fund Star ratings
multiple_college_calculator_demo.xlsx - Five-student college planner demo
multiple_rental_property_calculator_demo.xlsx - Five-property rental real estate investing IRR calculator demo
mutual_fund_prospecti.docx - Ancient sample system for managing supplies of mutual fund prospecti
NAPFA_Financial_Plan_Checklist.docx - An old checklist for making financial plans from NAPFA
NASD_Rule2210_Investment_Analysis_Tools.pdf -
Finra's old piece about financial plan software reviews and compliance
NaviPlan_and_financial_profiles_went_under_again.docx - Press release about EISI (NaviPlan and Financial Profiles) having to be bought out by ZyWave, and then again, by Advicent
net_worth_calculator_demo.xlsx - Net worth calculator demo
net_worth_projector_demo.xlsx - Net worth projector demo
net_worth_reports.docx - Net worth report explanation
http://mrmarkettimer.com/Never_Forget_the_Financial_Meltdown.docx - Press articles so you'll never forget about the financial meltdown
personal_finance_gurus.docx - About why you shouldn't listen to so-called "personal finance gurus"
portfolio_benchmarks_demo.xlsx - Sample of how to evaluate investment portfolios using proper benchmarks
portfolio_benchmarks_newsletter.docx - Sample client performance review letter about benchmark investment portfolios
portfolio_optimization.docx - An old piece with definitions of uncommon investment portfolio optimization terms
proposed_budget_&_cash_flow.xlsx - Demo for the budgeting and cash flow module of the IFP
proposed_college.xlsx - Demo for the personal budget module of the IFP
proposed_life_insurance_for_oldest.xlsx- Demo for the life module of the IFP
proposed_life_insurance_for_youngest.xlsx - Demo for the life insurance needs module of the IFP
proposed_net_worth.xlsx - Demo for the budgeting module of the IFP
real_estate_software_demo.xlsx - Rental real estate software demo
rental_real_estate_reports.docx - Text that helps explain the rental real estate analysis reports
retirement_calculator_demo.xlsx - Current RP retirement calculator demo
retirement_calculator_manual.docx - User's manual for the RP retirement calculator
retirement_disability_planning.xlsx - Retirement planner demo showing the perils of not buying disability insurance
retirement_life_insurance_needs.xlsx - Retirement plan demo showing the need for life insurance
retirement_long_term_care.xlsx - Retirement planner demo showing the perils of not buying LTC insurance
retirement_plan.xlsx - Proposed RWR retirement plan demo with retirement planning recommendations
retirement_planner.xlsx - RP's retirement plan demo with retirement planning recommendations
retirement_planner_demo.xlsx - Dual RWR
retirement software demo where you can see current and proposed plans at the same time, using the qualified bucket approach, manual overrides, and gap funding
retirement_planning.xlsx - Dual RWR retirement software demo where you can see current and proposed plans at the same time, with gap funding
retirement_planning_software.xlsx - Dual RWR
retirement plan demo showing the asset allocation bucket approach to inputting data
retirement_software.docx - Text to help clients understand the RWR retirement software report
retirement_software_demo.xlsx - Current RWR retirement planning software demo
retirement_software_manual.docx - RWR retirement software user's manual
roth_IRA_conversion_example.xlsx - Retirement plan analysis using Dual RWR to show the difference in Roth converting
sample_financial_plan - Comprehensive financial plan sample with less fluff reports
sample_financial_plan_showing_life_insurance_needs.pdf - Free sample financial plan showing life insurance needs
saving_financial_plan_files.docx - Tips for financial advisors savings and organizing client files on computers
secret_gold_nuggests_for_financial_planners.docx - Secret files of interest that are only delivered to Bundled Deal customers
Shenanigans_even_at_Warren_Buffett's_BRK.docx - About how even the biggest firms and the richest people on the planet still feel the need to cheat to get even richer
simple_retirement_planner_demo.xlsx - Demo for the most simple retirement planner program
single_goals_only_financial_planner.xlsx - Demo for the Single Goals-Only Planner
thinking_about_money_stops_your_brain_from_working.docx - Article that explains why understanding money is so hard
time_keeping_tool.docx - Tool to help keep track of billable time
wall_street_week_market_timing_analysis.docx - Ancient newsletter about the very long term results of stock market timers
warning_for_annuity_salespeople.docx - A sample of what can happen when you peddle annuities
why_investors_shoud_have_an_ips.docx - Article about why Investment Policy Statements are needed
why_portfolio_income_is_needed.docx - Articles about why it's critical to construct investment portfolios to produce retirement income
