Welcome to the Helpful Information page.  Here you can review the archived documents.
  • 10 Steps to Getting Out of Debt - this Word file will give you some helpful steps to getting out of debt

  • A Penny a Day Doubled for 30 Days - If someone offered you two million dollars or a penny a day doubled for 30 days… which option would you take?  This Word document will save you the time of figuring out the math.  It is an example of the power of compounding interest and systematic saving.

  • Balancing Our Lives - this Word document shares some thoughts that have helped me to do better at balancing my home and work responsibilities.

  • Budget - Cash Flow Statement - this Excel spreadsheet will help you determine your monthly expenses and does totals for you.

  • How to get Social Security Statements - this Word document will tell you the steps to get a social security statement.  They are mailed annually by the U.S. government.  Always keep your latest one.

  • Mortgage Comparison - 30 year vs. 15 year - this document will show that when you look macro-economically,  it is possible to pay off a home faster with a 30 year mortgage than with a 15 year mortgage at a lower interest rate.

  • Will Information - this Word document will help you prepare for meeting with an attorney to draft simple wills.

  • Helpful reading section - a list of books that are great resources about personal finance and life issues.

 

Too many people spend money they haven’t earned to buy things they don’t
want to impress people
they don’t like.

Unknown  

 

Helpful Reading

Financial Specialists

 

 

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