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  2. The Wealthy Barber - Wikipedia

    en.wikipedia.org/wiki/The_Wealthy_Barber

    The Wealthy Barber. The Wealthy Barber (full title: The Wealthy Barber: The Common Sense Guide to Successful Financial Planning) is a financial planning book franchise by Canadian author David Chilton. The first book in the series was in the business fable genre, using the story of fictional characters to convey financial advice.

  3. List of personal finance software - Wikipedia

    en.wikipedia.org/wiki/List_of_personal_finance...

    Free Fee-based in-house financial planning. Primarily a wealth management company that provides free services to non-clients. Offers financial advising for a fee, which establishes a client-fiduciary relationship that they claim makes them less incentivized to sell private client data as they are bound by law to act in their client's best ...

  4. Microsoft Money - Wikipedia

    en.wikipedia.org/wiki/Microsoft_Money

    Microsoft Money. Microsoft Money is a discontinued personal finance management software program by Microsoft. It has capabilities for viewing bank account balances, creating budgets, and tracking expenses, among other features. [1] Designed for computers using the Microsoft Windows operating system, versions for Windows Mobile were also released.

  5. I’m a Financial Planner: 5 Tips That Could Help You Retire 5 ...

    www.aol.com/finance/m-financial-planner-5-tips...

    3. Carefully Watch Your Finances. If you do not have a budget currently and are not keeping all your expenses tracked, you might have a problem not just retiring five years early, but retiring at ...

  6. I’m a Financial Planner: 4 Investment Accounts You Should ...

    www.aol.com/finance/m-financial-planner-4...

    The Taxable Account: The Free Spirit. Meet the taxable account, the laid-back player in the financial game. You pay taxes as you go, like buying rounds at your favorite pub. Capital gains tax ...

  7. Artemis (software) - Wikipedia

    en.wikipedia.org/wiki/Artemis_(software)

    Apollo and Artemis were the first large-scale project management systems available on mini-computers (as opposed to mainframes) and the world's first commercially successful relational database system. Metier was founded in 1976 by Richard Evans, Robin Lodge, Roy W. Brown and James Miller who programmed the original single-user version of the ...

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