May 1, 2014

Financial Checkup Worksheets



Interactive worksheets to help with your financial planning are available on the USU Housing and Financial Counseling (Family Life Center) website:
Tracking: income and expenses
Net worth statement: assets & liabilities
Income & expense: monthly
Financial ratios: evaluate debt &savings
Revolving savings account: to cover irregular expenses
Retirement needs: How much to invest
Life insurance: if you need it and how much
Goal worksheet: short, intermediate & long-term
Budget worksheet: to help you achieve goals
http://www.usu.edu/fchd/community/housing/fchd3550Worksheets.cfm

No comments:

Post a Comment

Financial Planning for Women does not sell, rent, loan, lease or otherwise provide any personal information collected at our site to any third parties.