Financial Literacy 2008 archive: work sheets

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Work sheets 2008

Personal finance work sheets

As part of its Financial Literacy series, Bankrate offers work sheets to help you plot your personal finance strategies.

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2008 Archives

		Series 1: 2007 Archive

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Archive of Financial Literacy work sheets

Part 13: Debt management

�	Assessing goals and spending needs
�	Daily expense tracker work sheet
�	Creating an emergency fund work sheet
�	Spending plan work sheet
�	Dealing with debt work sheet
�	Requesting lower interest rate work sheet
�	10 reasons to budget work sheet
�	Net worth work sheet

Part 14: Identity theft

•	Form letter for fixing credit report mistakes
•	Form letter for requesting information on fraudulent accounts
•	ID theft contact work sheet
•	Credit reporting agencies and fraud alerts and credit freezes
•	What to do if you're a victim

Part 15: Securing retirement

•	Protect your 401k
•	Moving overseas
•	Retirement planning checklist
•	Budget for retirement
•	Daily expense tracker
•	Spending plan
•	Dealing with debt work sheet
•	Assessing goals and spending needs
•	Emergency fund work sheet
•	Net worth work sheet

Part 16: Smart borrowing

•	Questions to ask lenders
•	Reverse mortgage resources
•	How to get a mortgage
•	Save for a down payment
•	Interview mortgage lenders
•	Compare home equity loan offers
•	Questions to ask before refinancing
•	Compare credit cards
•	How to request a lower interest rate

Part 17: Investing money

•	Assessing goals and spending needs
•	Daily expense tracker
•	10 reasons to budget
•	Spending plan work sheet
•	Discover your goals
•	Track your capital gains and losses
•	Tax preparation checklist

Part 18: Credit savvy

•	Compare credit cards
•	Checklist for transferring balances
•	Do-it-yourself credit repair checklist
•	No more late fees work sheet
•	Credit card data work sheet
•	Dispute a purchase made on credit
•	Credit card inventory
•	Credit card protector
•	Form letter to fix credit report errors
•	Form letter to cancel an account
•	Cancel cards without dinging scores
•	Checklist for credit report errors

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