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 Adobe Reader to view and print them.

Stocks to Watch Worksheet [PDF 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.

The Neatest Little Guide to Mutual Fund Investing Financial Goal Worksheet [PDF 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 KB] Consolidates on one sheet of paper everything you need to know about funds you are considering.

An invaluable research tool. Monthly Expenses [PDF KB] Tallies your monthly expenses in dozens of categories such as housing, utilities, entertainment, dining out, childcare, laundry, and pet food.

Yearly Expenses [PDF KB] Gathers monthly totals from the monthly expenses worksheet above and adds them up to show you what happened during the year. I have the same question as Arno above: It would be great to be able to just copy and maintain online. People have turned it into a spreadsheet, and I could offer one of them here one of these days. LOVE YOUR NEATEST LITTLE GUIDE.

Jay Gould - Wikipedia

THANKS SO MUCH, JASON GOOD JOB!! Glad to have you and yours in the circle. You made learning all about the stock market fun! Great book, well written; will recommend to friends and buy people copies when they wonder where my new found wealth came from!

Jason Kelly | The Kelly Letter

Your email is never published nor shared. You may use these HTML tags and attributes: Home Articles Books The Neatest Little Guide to Stock Market Investing Financially Stupid People Are Everywhere: Free Worksheets Free Worksheets From the Neatest Little Guides. Posted March 4, at 4: Hi Jason, Truly fantastic book, very easy to read with great tidbits of humor always appreciated.

Posted March 18, at Posted July 3, at 7: Posted July 8, at 7: Posted September 2, at Posted September 2, at 3: Posted December 31, at Posted August 2, at 9: Thanks again and please keep writing! Posted August 24, at All my best, Jason.

Posted November 24, at 2: Posted December 17, at 9: Have a merry Christmas, Jason. Post a Comment Click here to cancel reply. Want to include a photo with this and future comments? Skip to content Home Articles Books The Neatest Little Guide to Stock Market Investing Financially Stupid People Are Everywhere: The Neatest Little Guide to Stock Market Investing.

Reasons and Limits [PDF 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.

Value Investing World

Use this sheet to keep a cool head when others panic. The Neatest Little Guide to Mutual Fund Investing. Financial Goal Worksheet [PDF KB] Breaks your financial goals down into manageable monthly amounts, identifies your time frame, acceptable level of risk, and target investment allocations.

Net Worth Worksheet [PDF KB] Tallies your assets and liabilities for calculating your net worth.