Resources
Free Worksheets From the Neatest
Little Guides
As a service to my current readers and readers-to-be, I am
pleased to offer you the worksheets from my money management
books. Each fits on a single sheet of paper and is saved in
Adobe PDF format, so you will need the Acrobat reader to view
and print them. Acrobat is a free download which you can get
by clicking the button to the left.
| The
Neatest Little Guide to Mutual Fund Investing
|
Financial
Goal Worksheet
[PDF 339 KB]
Breaks
your financial goals down into manageable monthly amounts,
identifies your time frame, acceptable level of risk,
and target investment allocations.
Mutual Fund Information
Sheet (PDF 339 KB)
Consolidates
on one sheet of paper everything you need to know about
funds youÁre considering. An invaluable research tool.
|
| The
Neatest Little Guide to Stock Market Investing
|
Reasons
and Limits [PDF 304 KB]
Presents a simple form summarizing your reasons
for investing in a stock and the price limits at which
you will buy more shares or sell. Use this sheet to
keep a cool head when others panic.
Stocks
to Watch Worksheet [PDF 390 KB]
This is the legendary system for picking winners,
thoroughly explained in the book and revered around
the world. You will not find analysis this complete
in such a small space anywhere else. Entire investment
clubs have sprung up around this remarkable approach.
A must-have!
|
| The
Neatest Little Guide to Personal Finance |
Net
Worth Worksheet [PDF 306 KB]
Tallies your assets and liabilities for calculating
your net worth.
Monthly
Expenses [PDF 306 KB]
Tallies your monthly expenses in dozens of categories
such as housing, utilities, entertainment, dining out,
childcare, laundry, and pet food.
Yearly
Expenses [PDF 306 KB]
Gathers monthly totals from the monthly expenses
worksheet above and adds them up to show you what happened
during the year.
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