Resources
Our goal is to promote financial literacy with these downloadable resources and help you get the most out of your money & life.
List of IRS Income Level Triggers
A detailed list of income levels that trigger the various tax rates, tax benefits, credits, and deductions. Updated for 2021.
Household Monthly Spending
Track your household's discretionary spending on a monthly basis with this printable sheet. One version includes common categories. A second version has open ended categories you can fill in.
Property Walkthrough Checklist
Going house shopping? Use this printable sheet to record your impressions and stay organized. Capture key aspects of a home including condition, your impressions, and major warning signs.
In Case of Death Template
The most courteous way to die - with all your records in order. This template will help you provide clear instructions and information to your loved ones after your death (or if you are incapacitated).
Financial Bucket List
Got big financial goals? Great! You are WAY more likely to reach your goals if you write them down. Here is a printable sheet to track your financial bucket list.
