Well... How did I get here? A personal finance project about two possible lives.
|
|
|
- Jeremy Parks
- 5 years ago
- Views:
Transcription
1 Well.... How did I get here? A personal finance project about two possible lives.
2 For this assignment, you will create two lives... One that you choose. And one from the luck of the draw.
3 Part I: A. You will research the career you want to have: How much schooling do I need? Where will I go to school? How long will I be in school? How much will that cost? What will I owe when I leave? You may award yourself one scholarship that it is reasonable to expect you will receive. Assume that you will pay ALL costs, unless you turn in a signed statement from your parents that your estimates of family contribution are accurate. (See form). How much money can I expect to earn when I start working?
4 B. You will figure out where you will live. Think about where you might like to live. Research how much the cost of living is in that city. Consider that cost based on your projected income. Choose a place to live.
5 C. You will create a monthly budget for three situations: 1. You are single. 2. You are the breadwinner for a family of four, with one child in diapers and daycare. 3. You are the breadwinner for a family of four, with two teenage drivers and one student in college. These budgets will be based on the place you chose to live in part B. Make sure that your budgets include accurate pricing for the area in which you choose to live.
6 C. (continued) Your budget will include: Food Housing Transportation Insurance Renters/Home Insurance Car Insurance Medical Life Long Term Care Disability Loan payments Savings Giving (charity, tithing, etc.) Clothing Entertainment (at least 2x/month) Gifts When appropriate: Daycare, College, Children s Activities, etc.
7 D. You will create a savings plan to meet the following goals: 1. Emergency Fund (at least nine months of expenses) 2. Retirement (see part E) 3. Goals you want to achieve a. Vacations/Vacation Home(s) b. Home Upgrades c. Expensive Toys (boats, RV s, etc.) d. College for your Children e. Weddings for your Children
8 E. Retirement Plan How will you save for retirement? 401K Does your company match your contributions? Roth IRA Stocks/Bonds Social Security What will your contribution schedule be? (How much will you contribute when?) How much will you need to retire? When will you retire? You can assume a 7% rate of return on all investments. And you are lucky--the market stays stable the entire time you are saving.
9 Part II: How do your plans change if you have the career you choose at random? I have a container with 40 jobs in it. You will draw one career at random, and then recalculate parts B-E based on salary information for this career.
10 Presentation You will create a presentation with this information to share with the class. Your presentation will be 5-7 minutes and will include a comparison of your two lives, as well as your conclusions (brief reflection). You must create a visual aid (physical or digital--slide show, tri-board, brochure for your classmates, etc.) for your presentation. You must submit a Works Cited page. This can be a final slide in your presentation or a separate document that you submit. It will be due on the day of your presentation.
11 Reflection You will turn in a written reflection about this project. Is it worth it to go into debt for your college education? Why or why not? For what reasons do you need an emergency fund? Why do you need each of those kinds of insurance? What s the advantage of starting to save for retirement early? (Hint: compound interest). Is saving at the suggested rate of 10% of your gross salary realistic for you right out of school? Why or why not? What new knowledge do you have as a result of participating in this exercise? What new knowledge surprised you the most? Why? How have your thinking about or plans for the future changed? What improvements would you make to this exercise for future classes?
12 Rubric You will receive a test grade for each of the following elements. (This project is a big deal!) These test grades will be included in your Personal Finance grade on your transcript (in addition to your Edgenuity grade). Thoroughness/Validity of Information/Research and Works Cited Presentation Visual Aid Presentation Skills/Answering of Questions at Presentation Reflection See the documents on Nerd Birds for the actual rubrics.
13 Helpful Sources: x And, of course, your Edgenuity Personal Finance course....
SCHOLARSHIP APPLICATION
EDUCATIONAL SCHOLARSHIPS FOR CHILDREN OF VIRGINIA S SERIOUSLY INJURED WORKERS Kids Chance of Virginia 12701 Marblestone Drive, Suite 250, Woodbridge, VA 22192 Telephone: 703.586.6300 1. Student s Name:
Personal Papers and Legal Documents
Page 1 of 5 Personal Papers and Legal Documents Being able to quickly find your important will help your spouse, children, or executor in the event you become incapacitated or pass away. It will also help
2017 Regions Bank. SAVING FOR RETIREMENT
SAVING FOR RETIREMENT REGIONS FINANCIAL FUNDAMENTALS This information is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to
2017 DollarWise Summer Youth Contest Final Quiz Study Guide
2017 DollarWise Summer Youth Contest Final Quiz Study Guide The DollarWise Summer Youth Contest Final Exam questions are designed to test your full knowledge of the information provided in the contest.
Case Study Analysis PERSONAL FINANCE DECATHLON State Competition, April 6
Case Study Analysis 1. Your team is charged with providing financial recommendations to a fictional family based on their current and future financial capability and needs. 2. You are provided with incomplete
Laguna-Business-Services, LLC Fax:
Laguna-Business-Services, LLC. www.lbservices.com 480.967.4702 Fax: 480.753.6755 2017 Income Tax Checklist Please review the following 2017 checklist information. Provide statements or receipts for any
2017 Regions Bank. EMPOWER YOURSELF FINANCIALLY
EMPOWER YOURSELF FINANCIALLY REGIONS FINANCIAL FUNDAMENTALS This information is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion
2018 DollarWise Summer Youth Contest Study Guide
2018 DollarWise Summer Youth Contest Study Guide The DollarWise Summer Youth Contest Final Exam questions are designed to test your full knowledge of the information provided in the contest. During the
Scholarship Application
P. O. Box 681383 www.kidschanceoftn.org Franklin, Tennessee 37068-1383 info@kidschanceoftn.org Scholarship Application Student Applicant Information (first) (middle) (last) Present Address: (address) (apt.
Investment Portfolio
Investment Portfolio Directions: Your task is to create an investment portfolio for yourself. Make this as realistic as possible, as it pertains to your life goals and your future plans with your income
Byrd Accounting Tax Year Client Questionnaire
2017 Tax Year Client Questionnaire To better serve you and help us to prepare your return correctly, please complete information below. Today s Date: Name: Spouse s Name: Please Print SS#: Birthdate: Contact
ORGANIZE, PLAN, AND OWN YOUR FUTURE
Be In The Front Seat ORGANIZE, PLAN, AND OWN YOUR FUTURE Making financial health a priority for women HERE S WHAT WE LL COVER: Why now? Getting organized Building your plan Owning your future 2 WHEN IT
DeSain Financial Services 2018 Tax Questionnaire
Last Name: Last Name: Taxpayer First Name & Middle Initial: Taxpayer Social Security Number: Taxpayer First Name & Middle Initial: Social Security Number: Address: City, State, Zip: Home Phone: Work Phone:
Civics and Economics Personal Budget Project
Civics and Economics Personal Budget Project Objective The Economics/Budget Project is designed to assist students in considering your financial future. The project consists of various real world situations/decisions
T. Rowe Price 2015 FAMILY FINANCIAL TRADE-OFFS SURVEY
T. Rowe Price 2015 FAMILY FINANCIAL TRADE-OFFS SURVEY Contents Perceptions About Saving for Retirement & College Education Respondent College Experience Family Financial Profile Saving for College Paying
Mayors Challenge for Economic Education. Case Study Narrative Ian & Kayla Garcia - Starting Out
Mayors Challenge for Economic Education Case Study Narrative Ian & Kayla Garcia - Starting Out Introduction Ian and Kayla, both 25, graduated university a few years ago and were married shortly thereafter.
2017 Mid-Year Tax Planning
To Our Clients and Friends: 2017 Mid-Year Tax Planning As we write this letter, the federal income tax rates for this year are still the same as last year: 10%, 15%, 25%, 28%, 33%, 35%, and 39.6%. The
Personal Finance and Budget
Teacher Notes Activity at a Glance Subject: Social Studies Subject Area: Economics Category: Personal Finance Topic: Personal Budget Personal Finance and Budget Activity 2 Personal Budget Grade Level:
ECONOMICS SEMESTER PROJECT
ECONOMICS SEMESTER PROJECT It is time to take some of what you have learned and combine it into a Real Life Economics Project. This has multiple parts and will count as a project grade. Each part needs
Mapping Your Financial Future
Mapping Your Financial Future Preparing for your financial future involves following a disciplined process that identifies your goals and explores financial strategies. These six steps will help you map
YOU RE. WORTH MORE with. Your Guide to Financial Success
YOU RE WORTH MORE with Your Guide to Financial Success FOR EVERY DAY. FOR EVERY THING. Questions? Visit www.americu.org, stop by your local AmeriCU Financial Center, or call our Member Service Center at
Packet PD INSTRUCTIONS
2017-2018 Packet PD INSTRUCTIONS Missing or Incomplete loan documents will not be accepted. This Loan Packet is for students who have previously defaulted on a Federal Direct Loan and would like to apply
Figure 1 Figure 2 Assets and Liabilities Inventory CAsh Cash on hand Checking account balance Savings account balance Certificates of deposit Money market account balance Credit union account balance Money
READY, SET, GO FOR IT! Preparing For Your Financial Future COLLEGE BANC. Financial Literacy Workbook, Grades 9-12
READY, SET, GO FOR IT! Preparing For Your Financial Future COLLEGE BANC Financial Literacy Workbook, Grades 9-12 FINANCIAL PLANNING Financial planning is about defining and following a set of steps in
Your Plan for College
Your Plan for College You can get there. We can help. COLLEGE SAVINGS PLAN TM You can get there. We can help. All parents have hopes and dreams for their children, including a good education. To help you
Understanding the Financial Opportunities & Challenges of Dentists
Understanding the Financial Opportunities & Challenges of Dentists Being a dentist today presents numerous unique opportunities and challenges for financial success. As a highly educated professional,
Take Advantage of 0% Rate on Investment Income
July 31, 2017 To Our Clients and Friends: As of the writing of this letter, the federal income tax rates for this year are still the same as last year: 10%, 15%, 25%, 28%, 33%, 35%, and 39.6%. The rate
Focus on. Retirement. Planning. Michele Burkholder & Alexandra Burkholder A3CM E2
Focus on Retirement Planning Michele Burkholder & Alexandra Burkholder A3CM-1223-05E2 Agenda: Focus on Retirement Planning Countdown to Retirement Common Myths Diversification A Solid Plan 2 Countdown
Managing Your Finances
1 Presentation Notes: Part 1 Slide 1 Part I Planning for Financial Stability A seven step plan for a secure future Financial stability does not just happen. It takes a plan. We all want to have money when
Top 10 Tax Savings Tip. 1. Tax Deferred Savings. 2. Leverage Home Equity. 3. Shift Income. 4. Non Cash Contributions. 5. Tax Exempt Savings
Top 10 Tax Savings Tip 1. Tax Deferred Savings 2. Leverage Home Equity 3. Shift Income 4. Non Cash Contributions 5. Tax Exempt Savings 6. Shift Expenses 7. Pass Income to Dependents 8. Tax Credits 9. Capital
The Art of Budgeting
Teacher's Guide $ Lesson Three The Art of Budgeting 04/09 the art of budgeting websites Effective money management requires a step-by-step plan for saving and spending. Simply, it demands a good budget.
Volunteer Guide. Curriculum made possible by:
Volunteer Guide Curriculum made possible by: Updated 9/22/2014 Volunteer Overview Welcome! Thank you for joining us at JA Finance Park for what promises to be an exciting learning experience. For several
Your financial goal planner. A roadmap for planning your financial journey
Your financial goal planner A roadmap for planning your financial journey Planning for your financial well-being is why we re here Wherever you are on your financial journey, you can ask a TIAA financial
Total Take Home Income $8,730. Recurring Expenses - Yellow and Green $4,926. Full Discretionary - Blue Points $1,500
Basic Cash Flow Your Basic Cash Flow is the amount that comes into your household each month "Total Take Home Income" minus your monthly expenses, full discretionary Blue Points and the amount (if any)
Mindfulness. and investing. Tradeoffs quiz. Weather the year-end tax season. November 2016
Previous issues Are you finding the right balance between today s needs and tomorrow s goals? > Test your knowledge Mindfulness and Weather the year-end tax season These strategies could impact your income
INDIVIDUAL RETIREMENT PLANNING
INDIVIDUAL RETIREMENT PLANNING MENU OF SERVICES SUMMARY. Goal Setting and Planning 2. Cash Management 3. Assets and Debts 4. Employee Benefits 5. Educational Planning 6. Retirement Planning 7. Investments
2017 Summary Organizer Personal and Dependent Information
Summary Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime phone
Page 3 PERSONAL INFORMATION. Did your marital status change during the year?
Page 3 If any of the following items pertain to you or your spouse for 2017, Please check the appropriate box and provide additional information if necessary. PERSONAL INFORMATION Did your marital status
2018 year-end planning ideas
The new tax environment creates even more reasons to start your planning early. 2018 year-end planning ideas When it comes to tax planning, procrastination can be costly; the deadline for implementing
401(k) 529 plan a American Stock Exchange (ASE) annual fee annual percentage rate (APR) asset auto insurance b bad debt balance bank bankruptcy
401(k) A retirement savings plan funded by employees and often matched by contributions from the employer; contributions are usually made before taxes and grow tax-free until withdrawn, although after-tax
Part 1: Situation and Savings (35 minutes)
Volunteer Guide Introduction: Do you remember the first big decision you faced in using money? Were you prepared to make a good choice? How we manage our income really affects our lives and our families.
2017 Client Organizer Questionnaire
2017 Client Organizer Questionnaire NOTE: We cannot complete your 2017 personal income tax returns without these questions being answered and the last page being signed. Please check the appropriate box
LEVY, LEVY AND NELSON
LEVY, LEVY AND NELSON A PROFESSIONAL ACCOUNTANCY CORPORATION 23801 CALABASAS ROAD, SUITE 2012 CALABASAS, CA 91302 PHONE:(818)346-8034 FAX:(818)346-6409 EMAIL:APPOINTMENTS@LEVYNELSON.COM TAX RETURN YEAR
TAX QUESTIONS
Page 1 of 6 This Questionnaire is one of the FIVE Minimum Tax Packet Items Taxpayer Names This short questionnaire covers most of the tax reporting areas that I need to know about to prepare accurate tax
9.2.12C:#3; F.71; F.74; F.75; F F.77; F1.01
Pacing Guide for Course: PERSONAL FINANCE - Course Number: 8052 ~ September 2013~and February 2014 Obj: Introduction of PERSONAL FINANCE Course. Introduce the course objectives are to have graduating high
your full legal name social security number / / occupation home address home phone # work phone # cell phone #
Individual trust Please print your entries clearly and legibly. Fill this workbook out in its entirety to the best of your ability. If you need more space, use another sheet of paper and attach it. a.
Special Circumstances Form
2019-2020 Special Circumstances Form Occasionally, unusual circumstances exist that may warrant reconsideration of financial aid eligibility. If the information you reported on your Free Application for
Did your marital status change during the year? Did your address change during the year? Were there any changes in dependents?
Page 1 If any of the following items pertain to you or your spouse for 2018, please check the appropriate box and provide additional information if necessary. For questions that do not apply to you, simply
MN Personal Finance Decathlon
MN Personal Finance Decathlon SAMPLE CASE STUDY Rules: 1. Your team is charged with providing financial recommendations to a fictional family, based on their current and future financial capability and
Your Retirement Lifestyle Workbook
Your Retirement Lifestyle Workbook Purpose of This Workbook and Helpful Checklist This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement
Beth Kissinger Phone (518)
Beth Kissinger Phone (518) 399-4510 Certified Public Accountant Fax (518) 399-6740 275 Saratoga Road email: BethKCPA@aol.com Glenville, NY 12302 2017 INCOME TAX RETURN SERVICES AGREEMENT After reading
What are your three most important financial goals? What are your three most important personal goals? GOALS
GOALS What are your three most important financial goals? Client: Spouse: A. A. B. B. C. C. What are your three most important personal goals? Client: Spouse: A. A. B. B. C. C. What would you like for
INS and OUTs of insurance
INS and OUTs of insurance What do other high school students know about insurance? We asked high school students about what they think about insurance. Insurance is something that will pay for medical
2017 PERSONAL DEDUCTIONS
MEDICAL/DENTAL/VISION/RX Miles traveled for medical expenses (2017 =.17 cents per mile) Medical travel expenses (if required for medical services) Total cost of insurance coverage for the year (do not
3. Drop off your documents at our office without a personal meeting; Our office will return a copy of your tax returns and all original documents.
Dear Client, Our firm looks forward to helping you with your 2017 income taxes! Please review the enclosed 2017 Income Tax Organizer and use to organize your documents. Please make sure you confirm your
2018 Tax Organizer Personal and Dependent Information
Page 3 Tax Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Street address, city, state, and ZIP Occupation Daytime phone Evening phone
Why Flagstar Bank for your Retirement Planning Needs?
Section I Why Flagstar Bank for your Retirement Planning Needs? Section I Est. 1987 Member FDIC Page 1 Why Flagstar Bank when saving for retirement? We all understand the importance of saving for retirement.
PERSONAL FINANCIAL PLAN
PERSONAL FINANCIAL PLAN March 20, 2017 Creating the Path to a Sunny Retirement Horizon Table of Contents Introduction..1 One-Year Plan..1 Three-Year Plan...2 Five-Year Plan.4 Financial Positioning...5
I affirm that I have read, understood, and agreed to this form in its entirety and that the information supplied is true and complete.
Office of Financial Aid and Scholarships Student Success Building Counter #6 Campus Box 2, PO Box 173362 Denver, CO 80217 Phone Number: 303-556-8593 www.msudenver.edu/financialaid finaid@msudenver.edu
Financial Aid and Scholarships Office FVFD Verification Dependent Student
FVFD 050418 LP Financial Aid and Scholarships Office 2018 19 FVFD Verification Dependent Name ID Number (required) Your financial aid application for the 2018 19 academic year has been selected for a process
RANGER COLLEGE REQUEST FOR DEPENDENCY CHANGE
RANGER COLLEGE REQUEST FOR DEPENDENCY CHANGE 2015-2016 Instructions This application is available to you if: 1. You do not meet the definition of an independent student for financial aid purposes as defined
Personal Finance Unit 1 Chapter Glencoe/McGraw-Hill
0 personal financial planning arranging to spend, save, and invest money to live comfortably, have financial security, and achieve goals Personal Financial Decisions Personal finance is everything in your
Money Management. Making the Most of Your Financial Future. Waddell & Reed (03/10) Waddell & Reed, Inc (03/10)
Money Management Making the Most of Your Financial Future Waddell & Reed, Inc. 10675 (03/10) What We ll Do Today Time is Money. What s important about money to you? Where does your money go? Your cash
Budgeting for Success
UNIT 1 Being Financially Responsible Topic Budgeting for Success LEARNING OBJECTIVE(S) Students will: understand the steps involved in developing a budget, including identifying sources of income and the
Individual Income Tax Organizer 2016
MICHAEL R. ANLIKER, CPA, P.C. 5348 Twin Hickory Rd. Glen Allen, VA 23059 TELEPHONE: (804) 237-6044 FAX: (804) 237-6064 www.anlikerfinancial.com Individual Income Tax Organizer 2016 This Tax Organizer is
TAX ORGANIZER Tax Year THINGS TO BRING (or send to us if no appointment)
TAX ORGANIZER - 2018 Tax Year THINGS TO BRING (or send to us if no appointment) NEW CLIENTS ONLY: Copy of prior year tax return. Please provide birthdates and social security numbers for all taxpayers
Tax-Saving Tips ANNEKEN, HUEY & MOSER, PLLC Last-Minute Section 199A Strategies. Strategy 2: Make Charitable Contributions
ANNEKEN, HUEY & MOSER, PLLC December 2018 2018 Last-Minute Section 199A Strategies If the capital gains are hurting your Section 199A deduction, you have time before the end of the year to harvest capital
Verification - Independent Student
FVFI 50418 LP Financial Aid and Scholarships Office 2018 19 FVFI Verification - Independent Student Student Name Student ID Number (required) Your financial aid application for the 2018 19 academic year
FINANCIAL PLANNING QUESTIONNAIRE
FINANCIAL PLANNING QUESTIONNAIRE Full name: Date of Birth: Retirement Age: Full name: Date of Birth: Retirement Age: Address & Employment Information Address: Address: (if different) Employment Employer:
2018 Tax Organizer Personal and Dependent Information
Page 1 Tax Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Street address, city, state, and ZIP Occupation Daytime phone Evening phone
Your retirement journey
Your retirement journey Shifting gears from saving for it to living in it! Retirement is exciting, unchartered territory for pre-retirees. Be ready with a retirement income plan for life. Knowing what
How to Optimize Your Finances After a Banner Year
How to Optimize Your Finances After a Banner Year By Paul K. Loyacono Jr., WealthPoint Investment Management 2 Are you in a field in which your income fluctuates from year to year? Business owners, sales
Budget/spending plan Monthly income (use gross amounts) Source Amount Notes Total monthly income: $ (A) Monthly expenses fixed Type Amount Notes
Budgeting worksheet Budget/spending plan Use monthly amounts for your initial budget. In subsequent budgets, try three-month, six-month or twelvemonth periods. Monthly income (use gross amounts) Source
Your financial plan workbook
Your financial plan workbook Purpose of this workbook This workbook is designed to help you collect and organize the information needed to develop your Financial Plan, and will include your goals and
TAX QUESTIONS
This Questionnaire is one of the FIVE Minimum Tax Packet Items Page 1 of 7 Taxpayer Names This short questionnaire covers most of the tax reporting areas that I need to know about to prepare accurate tax
Financial Fact Finder
Financial Services offered through Mid Atlantic Financial Management, Inc. Stein Wealth Advisors, LLC Lake View Square 4000 Washington Rd., Ste. 101 McMurray, PA 15317-2534 Phone: 724.260.0491 Fax: 724.260.0674
APPLICATION FOR FINANCIAL AID
ramaz financial aid office 60 East 78th Street New York, NY 10075 APPLICATION FOR FINANCIAL AID -2018 Tel: 212-774-8037 Fax: 212-774-8068 Email: financialaid@ramaz.org STATEMENT OF SCHOOL POLICY Ramaz
Financial Aid and Scholarships Office Verification Form Independent
Financial Aid and Scholarships Office 2016-17 Verification Form Independent Student Name Student ID # (required) Your financial aid application for the 2016-2017 academic year has been selected for a process
Applied Mathematics 20. Independent Living Project
Applied Mathematics 20 Independent Living Project Part A (Calculation of Net Pay) Determine a job that you could get right out of high school. (Doesn t require more than two years of training) Determine
Quick-Start Budget Your first budget! It s also the simplest, so you can relax now.
Quick-Start Budget Your first budget! It s also the simplest, so you can relax now. It s time to get your feet wet with budgeting. This form is only one page, but it will show you how much money you need
*************************** Lake Kennedy McCulloch, CPAs PS 2016 Income Tax Preparation Questionnaire
Our Questionnaire ensures we don t miss potential deductions for you. WE CAN T WORK ON YOUR RETURN WITHOUT A COMPLETED QUESTIONNAIRE. *************************** Lake Kennedy McCulloch, CPAs PS 2016 Income
DOMESTIC RELATIONS FINANCIAL AFFIDAVIT - DIVORCE. Date of Separation:
IN THE SUPERIOR COURT OF COUNTY Plaintiff, vs. Defendant. Civil Action No. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT - DIVORCE 1. AFFIANT'S NAME: Spouse s Name: Age: Age: Date of Marriage: Date of Separation:
VOLUNTEER TRAINING INFORMATION
VOLUNTEER TRAINING INFORMATION VOLUNTEER TRAINING Volunteers generally feel more comfortable in staffing a table if they have been provided with advance information about the concept and have time to read
Special Circumstances Form
2018-2019 Special Circumstances Form Occasionally, unusual circumstances exist that may warrant reconsideration of financial aid eligibility. If the information you reported on your Free Application for
NEFE High School Financial Planning Program Unit Two Budgeting: Making the Most of Your Money. Unit 2 - Budgeting: Making the Most of Your Money
Unit 2 - Budgeting: Making the Most of Your Money ? 2-A-1 For an interactive version of this slide, open the Excel File for this unit and go to Excel Worksheet 2-A-1 2-A-2 For an interactive version of
Tax Worksheet YOUR CONTACT INFORMATION: Husband s Name and Occupation Birthdate Social Security Number
Tax Worksheet YOUR CONTACT INFORMATION: Husband s Name and Occupation Birthdate Social Security Number Wife s Name and Occupation Birthdate Social Security Number Address Email Telephone Number Husband
Financial Institutions Research Series. College Savings Market: The Continuing Emergence of 529 College Savings Plans. (Table of Contents)
Financial Institutions Research Series College Savings Market: The Continuing Emergence of 529 College Savings Plans (Table of Contents) November 16, 2017 TABLE OF CONTENTS College Savings Market Evolution
Meet The Speakers. Kathy Sweedler Consumer Economics Educator University of Illinois Extension
Welcome to 1 Meet The Speakers Kathy Sweedler Consumer Economics Educator University of Illinois Extension Andrea Pellegrini Assistant Director Student Money Management Center 2 In what state and/or county
Financial Aid and Scholarships Office FVFFD Federal Verification - Dependent Student
FVFFD 032618 VL Financial Aid and Scholarships Office 2018 19 FVFFD Federal Verification - Dependent Student Student Name Student ID Number (required) Your financial aid application for the 2018 19 academic
Individual Tax Engagement Letter 2017 Tax Returns
Individual Tax Engagement Letter 2017 Tax Returns Dear Client: Thank you for engaging Bailey, Smith & Associates, LLP, ( BSA ), to provide you with income tax compliance services for 2017. We appreciate
The Fed Casher Show A Consumer Call-In Program
The Fed Casher Show A Consumer Call-In Program An Introduction to Personal Finance and Building Wealth By Matthew Daniel Federal Reserve Bank of Atlanta Lesson Plan of the Year Contest, 2007 2008 Second
WHAT IS MONEY? Unit of Exchange. Types of Money. Pine Gulch Skit 12/12/2016
Pine Gulch Skit WHAT IS MONEY? Unit of Exchange Under the Barter System Barter (trade) is the exchange of one good or service for another Requires double coincidence of want both people have to want what
V1 Standard Verification Worksheet
2018-19 V1 Standard Verification Worksheet Verification Information What is verification and why was I selected? Verification is the process by which certain required information on the FAFSA is reviewed
Principal Funds. Women and Wealth. Invest in yourself. You deserve it. A step-by-step guide to help you achieve your financial goals.
Principal Funds Women and Wealth Invest in yourself. You deserve it. A step-by-step guide to help you achieve your financial goals. Take Time for You As a woman, you probably have a lot of responsibilities.
7/12/ July 12, We have many tools at our disposal:
July 12, 2011 We have many tools at our disposal: FREE Credit Analysis We can help you obtain your credit report online in our office, and one of our counselors can review it with you. This is helpful
Please check the appropriate box and provide additional information if necessary. Did your marital status change during the year?
Page 1 Miscellaneous Questions Please check the appropriate box and provide additional information if necessary. PERSONAL INFORMATION Yes No Do you want a PDF copy of your return emailed to you instead
CAR DONATION APPLICATION
CAR DONATION APPLICATION Please complete all 5 pages of application. Your signature is required on the bottom of page 3, 4 and 5. Your initials are also required on page 4. Please go through the checklist
SAMPLE DISTRIBUTION NOT FOR PERSONAL AND FINANCIAL ORGANIZER FOR YOUR LIVING TRUST GENERAL INFORMATION ABOUT YOUR CHILDREN
1 PERSONAL AND FINANCIAL ORGANIZER FOR YOUR LIVING TRUST GENERAL INFORMATION Marital Status: Married Single Divorced Widowed Home Date E-mail : r Legal Name Spouse s Legal Name Street City State ZIP County
Chapter 3 Financial Statements and Budgets
Chapter 3 Financial Statements and Budgets Chapter Focus Financial statements are developed to measure financial performance and assist in the financial planning process. In this chapter we learn the basics
Segmentation Survey. Results of Quantitative Research
Segmentation Survey Results of Quantitative Research August 2016 1 Methodology KRC Research conducted a 20-minute online survey of 1,000 adults age 25 and over who are not unemployed or retired. The survey