Investing Unit 10: Selecting Your Team of Financial Professionals
Financial Security: Talking About Money
Why should we talk about money? We learned as children how impolite it was to ask how much someone paid for something, didn’t we?
Unfortunately, there can be severe consequences when money is not talked about. Many couples cite money problems as a factor in divorce. Consumers find they have been taken advantage of when they do not ask for estimates before buying goods and services. And many families are forced to deal with addtional stress after the death of
… Financial Security for All Learning Lessons
Our learning lessons are designed to give you in-depth knowledge on specific personal finance issues and challenges. Please review the lessons that are applicable to your situation.
Learning Lessons:
…Household Filing System
To develop a household filing system, you may wish to use the following suggested list of headings and subheadings.
Household Filing System Categories
Bills
- Paid Bill Receipts
- Unpaid Bills
- Tax Receipts
- Papers to File
Financial Accounts
- Banking
- Canceled Checks
- Account Books
- Statements
- Credit Card List
- Credit Card Receipts
- Deposit Slips
- Installment Agreements
- Loan Contracts
- Safe Deposit Box
- List of Contents
- Key
Investments and Savings
- Bank Savings
- Credit Union
- Money Market Accounts
- Mutual Funds
- Stocks and Bonds
- Other Investments
Insurance Papers…
Investing Unit 2: Saving and Investing
Investing Unit 2: Summary
Investing Unit 2: Time Value of Money
Investing Unit 7: Action Steps
Investing Unit 7: Advantages of Retirement Accounts