Savings Fitness: A Guide To Your Money and Your Financial Future by U.S. Department of Labor. - HTML preview
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DATE COMPLETED
1. Goals and Priorities
2. Financial Documents Checklist
3. Balance Sheet to Calculate Net Worth
4. Retirement Savings
5. Cash Flow Spending Plan – first two columns
– last two columns
6. Debt Reduction
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1. Goals and Priorities
Date
Write down your goals, listing both short-term and long-term goals. Then number them in order of priority. Think about what you need to do to accomplish each goal, including cost, how much you have set aside already, and what you are willing to do to reach the goal. Remember to make saving for retirement a priority!
What money do