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

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