Module 3: Where Am I Financially?
This module is designed to help you self-assess your personal finances. It includes worksheets to calculate your net worth, develop a spending plan, and calculate the savings required to fund your financial goals. The Financial Fitness Quiz will also help you see where you stand with respect to recommended financial practices. Finally, there is a link to the 20-page publication What Older Adults Need to Know About Money.
- Net Worth Worksheet for Farm Households
- Spending Plan Worksheet
- Financial Goal-Setting Worksheet
- Financial Fitness Quiz
- What Older Adults Need to Know About Money