Financial Literacy 2008 archive: work sheets

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Archives

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: Essentials

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

•	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

•	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

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