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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 2021.

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

Budgeting Myth vs Fact - You Wish You Knew
Budgeting Myth vs Fact - You Wish You Knew
Tips for Bicycle Touring on a Budget
Tips for Bicycle Touring on a Budget
Cars - Gas vs Hybrid vs PHEVs
Cars - Gas vs Hybrid vs PHEVs
Planning for Home Maintenance
Planning for Home Maintenance
2022 Results for CPI, Stocks, Bonds - Calculators Updated
2022 Results for CPI, Stocks, Bonds - Calculators Updated

Tools

  • Household Budget Tracker
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Calculators

  • Compound Interest Calculator
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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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