Goal Setting
Setting Goals
- Money 2000 and Beyond
Seven page booklet on how to set financial goals from University of Wisconsin-Extension.
http://www.uwex.edu/ces/money2000/pdf/booklet.pdf
Achieving Financial
Goals
Four page factsheet from University of Maryland. http://www.agnr.umd.edu/ces/pubs/pdf/FS709.pdf
Managing Family
Resources
Four page factsheet from University of Maryland. http://www.agnr.umd.edu/ces/pubs/pdf/FS710.pdf
Spending
Plans
How spending plan goals change over a lifetime. From Iowa State University
Extension. http://www.extension.iastate.edu/Publications/PM1454A.pdf
Budgeting
Taking
Control of Your Spending - Money 2000 and Beyond
Gives steps with print worksheets to help you determine a spending plan. Eight
pages from UW-Extension. http://www.uwex.edu/ces/money2000/pdf/takecontrol.pdf
Your Family
Spending Plan
Four pages of worksheets from Texas Agricultural Extension Service.
http://fcs.tamu.edu/monman/pubs/famplan.pdf
Record Keeping
Bill Paying
Fact sheet on methods of paying bills and having proof bills were paid. From
the University of Maryland. http://www.agnr.umd.edu/ces/pubs/pdf/FS708.pdf
Financial Statements
Directions for the preparation and use of net worth statements and income/expense
statements from the University of Maryland. http://www.agnr.umd.edu/ces/pubs/pdf/FS698.pdf
Organizing
Your Financial Records - Money 2000 and Beyond
Eight page factsheet on what records to keep and how long, where they should
be kept (eg. safe deposit box, home, wallet), and how to organize them. From
UWEX Cooperative Extension. http://www.uwex.edu/ces/money2000/pdf/organizing.pdf
Record
Keeping
Four page factsheet on what records to keep and for how long.
http://www.agnr.umd.edu/ces/pubs/pdf/FS705.pdf
Record
Keeping for Individuals (IRS Publication 552)
Why keep records, kind of records to keep, how long to keep records. From the
Internal Revenue Service. http://www.irs.gov/pub/irs-pdf/p552.pdf