Planning

Financial Highway – Personal finance blog discussing investments, savings, insurance and financial planning ideas to grow wealth

Who hasn’t just gone ahead and put a vacation or a new TV on a credit card? I know I have. But all the good intentions to pay off that credit card immediately often fall by the wayside. And you’re stuck paying high-interest fees and struggling with debt….

Many of us understand that one of the most important things that can be done for your finances is to save for retirement. Getting started early is one of the best ways to take advantage of compound interest and build a nest egg that can handle just about anything….

When the talk turns to investing, many people shut down. “I can’t invest, I don’t have enough money,” is a common refrain. The good news is that you don’t need a large chunk of capital

Read More

Personal Financial Planning | Human Sciences


Request Info   Visit   Apply  Give to PFP

Invest in your career by earning one of the nation’s best Personal Financial Planning
degrees.

The New York Times says Texas Tech University has “arguably the best undergraduate
financial planning program in the country.” Personal financial planning firms look
to Texas Tech University for new talent.

Our PFP Degrees are tailored for your success.

Texas Tech’s nationally renowned Personal Financial Planning Department offers one
bachelor’s degree, two undergraduate minors, one master’s degree, and one doctoral
degree.

 

PFP In the News

  • Study: Personality Can Affect How People Spend Retirement Savings, November 2019
  • Beware of Credit-Card Mismanagement – It Could Just Ruin Your Holidays, November 2019
  • Make the Most of Your Holiday Shopping, Charitable Giving, November 2019
  • Personal Financial Planning Program Ranks Top in the Nation, October 2019
  • Texas Tech Takes Third Place in Financial Planning Challenge, October 2019
  • Texas Tech Announces New Life Centered
Read More

Financial Planning Software | eMoney Advisor Financial Planning Software

Financial Planning Software | eMoney Advisor Financial Planning Software

Thursday, April 23 | 2:00 p.m. ET Market volatility feels less alarming for clients when they’re prepared to face it. Join our live webinar to learn strategies for showing clients the value of staying invested in their financial plans.

Image of two people looking at a cell phone
Curved Image

Solutions That Put

You at the Core of

Advice

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm.

Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex.

Two women discussing finances infront of a computer

Don’t Just Take Our Word for It

See how our clients

Read More

Business Continuity Planning Suite | Ready.gov

If you need more help getting a business or organization prepared, please use the new Business Continuity Planning Suite (ZIP Archive – 13 Mb: PC Compatible) developed by DHS’ National Protection and Programs Directorate and FEMA.

This software was created for any business with the need to create, improve, or update its business continuity plan. The Suite is scalable for optimal use by organizations of any size and consists of a business continuity plan (BCP) training, automated BCP and disaster recovery plan (DRP) generators, and a self-directed exercise for testing an implemented BCP. Businesses can utilize this solution to maintain normal operations and provide resilience during a disruption.

Business Continuity Planning Suite

  1. Download and EXTRACT the Business Continuity Planning Suite (BCPS) (ZIP Archive – 13 Mb: PC Compatible)
  2. Once downloaded, EXTRACT the Business Continuity Planning Suite file and click “START_NOW.”
  3. Step-by-Step Instructions for BCPS Installation (PDF-1.2 Mb)

Learn About the

Read More

Financial Planning Software and Personal Finance Software.

Free: Financial Planning Tips, Investment Advice, Tutorials, Primers, Financial Planner Training, and How to DIY

Financial planning software for financial planners and DIY consumers.

 


PLEASE READ BEFORE PROCEEDING INTO THIS SITE
.

Please visit our
What’s New
page where I provide updates, have added a new
price list and release new information as it become available.

 

Our Contact information is:

email:
support@toolsformoney.com

phone: 707-996-9664

 

Great news!

After months of effort, I have been able
to recreate most of the software previously available on this site.
The new direction for
the company is to offer not just the Model Portfolios, Asset Management and
Retirement Income Strategies to Do-It-Yourselfers and Advisors alike, but to
make the
software available once again.

One challenge facing us
was how to edit this site and its massive content. That process will take some
time. In the meantime, I am available to answer questions and provide feedback
by email at support@toolsformoney.com.

Additionally, if you stumble

Read More

Writing Plans with Free Sample Template & Software, Business Planning, Business Planner, Business Plan Software, Business Plan Template, Sample Business Plan

   

Just as no two businesses are alike, so also with business plans. As
some issues in a plan will be more relevant to some businesses than to
others, it is important to tailor a plan’s contents to suit individual
circumstances. Nonetheless, most plans follow a well-tried and tested
structure and general advice on preparing a plan is universally applicable.

A business plan should be a realistic view of the expectations and long-term
objectives for an established business or new venture. It provides the
framework within which it must operate and, ultimately, succeed or fail.
For management or entrepreneurs seeking external support, the plan is
the most important sales document that they are ever likely to produce
as it could be the key to raising finance etc. Preparation of a comprehensive
plan will not guarantee success in raising funds or mobilizing support,
but lack of a sound plan will, almost certainly,

Read More

Financial Planning and Wealth Management

You can take control of your finances, and we’ll be with you every step of the way. Our powerful, award-winning tools can help you know exactly where you stand. And our financial advisors, bound by fiduciary standards, give honest, personalized advice. Start today with our free Investment Checkup Tool, and see how your portfolio is weathering this storm.

Our Promise

Disclosure statement and acknowledgment: The statement is provided to you by (“Author”) who have entered into a referral agreement with Personal Capital Corporation (“PCC”), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital’s Free Financial Dashboard. Author is not affiliated with PCC and Author’s services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal

Read More

Business Planning & Financial Statements Template Gallery

Download our easy-to-use business planning, finance, sales, marketing and management templates to help you plan for a new business or grow your existing business.

Business Plan Templates

You can use the templates below as a starting point to create your startup business plan or map out how you will expand your existing business. Then meet with a SCORE mentor to get expert business planning advice and feedback on your business plan.

Finance Templates

From creating a startup budget to managing cash flow for a growing business, keeping tabs on your business’s finances is essential to success. The templates below will help you monitor and manage your business’s financial situation, create financial projections and seek financing to start or grow your business.

Marketing & Sales Templates

Marketing helps your business build brand awareness, attract customers and create customer loyalty. Use these templates to forecast sales, develop your marketing strategy and map

Read More