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This publication helps you manage your money so you can afford today’s needs while funding tomorrow’s goals. This publication shows how saving for retirement can be part of your overall financial plan. Worksheets will help workers at any stage of their career manage their financial life, More information...
Audience: Individual
Type of Resource: Website
Tags: longevity risk, retirement risk, tax-deferred retirement account, ERISA, mid-career, new entrants, new job, college seniors
Date: 8/9/2013
This website describes a simple, "Daily Spending Diary Worksheet" that you can use to track where your money is going. You are far more likely to save your money when you see how much small, miscellaneous purchases, such as coffee and soda, can add up. More information...
Audience: Individual Teacher
Type of Resource: Tools Website Worksheets
Date: 4/5/2013
This website provides a sample "Income and Expense Worksheet." Knowing what expenses are flexible and what expenses are fixed is the first step to successfully managing your personal finances. This worksheet will help you to decide where you can be flexible each month. More information...
Audience: Individual Teacher
Type of Resource: Tools Website Worksheets
Date: 4/5/2013