Basics
Choose Your Goals
Credit & Debt
Saving
Basics
Investing
Income Taxes
Retirement
Life Insurance
Long-Term Care
Social Security
Choose Your Goals
Credit & Debt
Saving
Basics
Investing
Income Taxes
Retirement
Life Insurance
Long-Term Care
Social Security
Personal Financial Statement
Assets minus Liabilities is your Networth and something you should desire to grow. Use this worksheet to see where you are at today and update it quarterly to track your progress.
Income Analysis
You can't create a budget if you don't know what's coming in. Use this worksheet to track all your income sources whether they pay monthly, quarterly or annually. Divide the annual total by 12 to...
Personal Profile
Having all of your personal information in one location is invaluable when you have been robbed or simply lost your wallet or purse. Easily contact your bank and credit card company(s) with this...
Expense Analysis
You can't create a budget if you don't know what's going out. Use this worksheet to track all your expenses whether they are due monthly, quarterly or annually. Divid the annual total by 12 to...
12 Record Keeping Guidelines
Tax Returns You should have eight files, one for each of the last seven years plus one for the current year. Mark the year on each file and put all of that year's important tax documents, such as...
Find Your Stuff
Find your Stuff and Get Financially Organized! This video highlights 12 major areas of your finances that you need to be able to easily access in a hurry. If you'd like to print the information, you...
What To Do with Your Stuff
This Video walks you through setting up a file system for "Your Stuff" to make it easy for you to quickly access your information when you need it. Watch Part 1 here:...
Does Your Advisor Offer a Guarantee? We Do!
What is a Guarantee? A Guarantee is a statement that provides a formal assurance or promise, especially that certain conditions shall be fulfilled relating to a product, service, or transaction. I...
Averages Are Not Your Friend
Have you ever looked at your account statement and wondered why the average return of the underlying investment is higher than the return you received? Before we get into this analysis, please know...
What Not To Do When You Change Jobs
If you have recently retired, changed jobs, are getting ready to do either or know someone who is, take 20 minutes and watch this video. Then, use the link below to schedule a virtual meeting to...