Fill out each worksheet from the Financial Checkup with your own information. You have several options for filling out the worksheets.
You can get extra help for each worksheet by reading the corresponding chapter in The Financial Checkup booklet. There is also some condensed information in the reading for module 3 which is included again at the bottom of this page. If you have concerns about the content of the worksheets, email the instructor. If you have questions about how to fill out the worksheets, please refer to the Financial Checkup booklet and the extra information reading below before emailing the instructor.
Downloading and opening file for option 2 – INSTRUCTIONS
Please watch this video to learn how to work with the file. http://www.youtube.com/watch?v=cDwSGe6y9EI (Links to an external site.) The file for option 2 includes the 9 worksheets that you will need to complete. The file may be very slow to open. When you open one worksheet and work on it, do not save that individual worksheet. If you do, you will probably not be able to turn in the worksheets as one file. When you are finished working on one worksheet, just click the red X in the top right hand corner. When you are done working on the worksheets that time, save the entire file, not the individual files. Then you can come back to the file to work on the worksheets later. If you need extra tracking sheets you can use the one below and attach them separately. The paper will be attached separately also. Everything else should be included in the one file. Any place that your would put zero but the file won’t let you, just enter .0001.
For options 3 and 4:
Following are listed each part of the Financial Checkup and how many points they are worth.
When you are working on the retirement worksheet, you can go to the Social Security website and find an estimate of your retirement income. The link is http://ssa.gov/estimator/ . Make sure you see that it is secure before you enter your information. Many of you won’t have enough credits with SSA yet. You can either estimate or use the example amount if you want. However, using the estimator will give you a more accurate picture.
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