Finance & Investing

DIGITAL ASSET VAULT

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To access your digital assets, click the "+" icon next to the title of your QuickStart Guide. Click an icon to view and download the file. Be sure to bookmark this page and check back in the future for updates and additional supplemental resources.

The Digital Assets For This Title Have a New Home!

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Stock Selection Tool

Ratio Cheat Sheet

Financial Goal Setting Workbook

Portfolio Asset Allocator Workbook

Portfolio Tracker Workbook

Net Worth Calculator

The Digital Assets For This Title Have a New Home!

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Advanced Fix & Flip Model with Waterfall

Advanced Rental Income Model - Interest Only

Advanced Rental Income Model

Amortization Schedule Calculator

Back of Envelope (BOE) Rental Property Calculator

Back Of Envelope Models (50 Year Analysis)

Due Diligence Checklist

Lease to Own Option Investment Analyzer

Rental Comparison Worksheet

Terminal Value Examples Worksheet

Valuation Examples Worksheet

NPV & IRR Examples Worksheet

Sublet Agreement Template

 US Average Rental Yields

Global Real Estate Online Resources

Cap Rate Analysis Matrix

Tenant Checklist

Simple Lease Agreement Template

Letter of Intent Template

Lease Cancellation Template

The Digital Assets For This Title Have a New Home!

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Portfolio Asset Allocator Workbook

Portfolio Tracker Workbook

Link to Download Adobe Acrobat Reader to view PDFs

End of Life Planning Guide

Online Privacy & Security

Scam Reporting Resources in the USA

Spotting & Reporting Phone Scams

Avoiding Home Improvement Scams

Retirement Calculators

The Digital Assets For This Title Have a New Home!

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Print Out the Infographics Below to Use as Quick References

The 50/30/20 Rule (infographic)

How To Spend Your Money (infographic)

Automate Your Wealth (infographic)

Financial Planning Hierarchy (infographic)

Your Wealth Cheat Sheet (infographic)

Utilize These Worksheets to Help Plan Financial Goals

Goal Planning for Everyone

Goal Planning for Couples

Bookmark These Helpful Links

Washington Post Student Loan Debt Calculator

Bankrate's Mortgage Calculator

Vanguard's Risk Calculator

Listen and Subscribe to Morgen's Very Own Podcast About Personal Finance, Money Owners™

Money Owners™ Podcast

Download the Spreadsheets Below for Use in Microsoft Excel

Net Worth Calculator

Simple Budgeting Spreadsheet

Ideal Day/Month/Year

The Digital Assets For This Title Have a New Home!

Check out the new format here 📁

Advanced Fix & Flip Model with Waterfall

Advanced Rental Income Model - Interest Only

Advanced Rental Income Model

Amortization Schedule Calculator

Back of Envelope Models

Back Of Envelope Models (50 Year Analysis)

Due Diligence Checklist

Lease to Own Option Investment Analyzer

Rental Comparison Worksheet

Terminal Value Examples Worksheet

Valuation Examples Worksheet

NPV and IRR Example Worksheet

Wholesaling Deal Analyzer Workbook

Simple Lease Agreement Template

Global Real Estate Online Resources

Cap Rate Analysis Matrix

New Tenant Checklist

The Digital Assets For This Title Have a New Home!

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12 Powers of Successful Trading

Backtesting Checklist

Ultimate Trade Analyzer - Lite

Risk Allocator Workbook

Tick Counter Indicator - Trade Station

Tick Counter Indicator - NinjaTrader 7

Tick Counter Indicator - NinjaTrader 8

Tick Counter Indicator Installation Instructions

$1,000 in Commission Rebates with TradeStation

FX Synergy - 10% Discount

High Trend Chop Indicator + Instructions

12 Powers of Successful Trading

How to Use the Risk Allocator Workbook

How to Use the Backlist Checklist

Tradestation Overview

FX Synergy Overview

How to Use the Ultimate Trade Analyzer

Tick Counter Indicator Overview

6 Options Trading Tips

Low-Risk Options Explained

Options Trading Cheat Sheet

Ratio Cheat Sheet

The Straddle Option Explained

Coupon Terminology Cheat Sheet

10 Tips to Maximize Groupon Savings

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