Book Resources

End of Chapter Resources

Chapter 1

Financial Essentials


Sample Credit Report Dispute Letter

Personal Spending Worksheet

Chapter 2

Saving & The Power of Compounding


Net Worth Worksheet

Personal Spending Worksheet

Online Financial Calculator


Savings Rule of Thumb

The Power of Compounding

Chapter 3

Everyday Money


Your Financial Life After Divorce Checklist

Chapter 4

The Kiddos


Gift the Wealthy Way

Chapter 6

Going Pro


Volatility Can Be Your Friend

Volatility Can Be Your Friend

Chapter 8

Estate Planning


When a Loved One Passes Checklist

Vital Family Information Packet

Chapter 9



Sample IRS Form 1040