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  1. Resources
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Wealth Meta
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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 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 2024.

Printable Sheets
Household Monthly Spending 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.

Printable Sheets
Property Walkthrough Checklist 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.

Printable Sheets
In Case of Death Template 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).

Printable Sheets
Financial Bucket List 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.

Printable Sheets
Used Car Buying Checklist Used Car Buying Checklist

Going used car shopping? Use this printable sheet to record any major red flags or issues with the vehicle to help avoid a major financial mistake

Printable Sheets
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Recent Posts

2024 Results for CPI, Stocks, Bonds - Calculators Updated
2024 Results for CPI, Stocks, Bonds - Calculators Updated
5 Financial Hacks for Recent College Graduates
5 Financial Hacks for Recent College Graduates
Love & Money: 4 Steps to Financial Compatibility
Love & Money: 4 Steps to Financial Compatibility
Why You Shouldn’t Skip Out on Wedding Insurance
Why You Shouldn’t Skip Out on Wedding Insurance
Top 10 Tips to Budget Your Wedding
Top 10 Tips to Budget Your Wedding

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Resources

  • List of IRS Income Level Triggers
  • Household Monthly Spending
  • Property Walkthrough Checklist
  • In Case of Death Template
  • Financial Bucket List
  • Used Car Buying Checklist

Wealth Meta

Content at this site is for informational and educational purposes. We are NOT financial advisors! Nothing here should be taken as tax, investment, or legal advice.

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