Are you interested in developing a better budget and savings plan? Do you want to buy a home, set up a college fund, save for retirement? Are you looking for ways to improve your overall wealth?

Download the Personal Financial Management workbook, which provides information on building assets and personal wealth through disciplined budgeting, saving, and investing.

 

 

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We all know how difficult it is to earn a living. But saving money and creating wealth can be even more complex, especially when bills and expenses are factored into the equation. Setting a goal, such as owning a home or sending your child to college, is the first step towards building financial wealth.

This workbook will take you through the necessary steps in setting financial goals, devising a budget, following a savings plan, and understanding the different types of investment options available, namely stocks, bonds, mutual funds, treasury securities, and IRAs. Also included in this workbook are tips on how to reduce spending and build savings through special purpose savings plans (Individual Deposit Accounts), as well as information on the Earned Income Tax Credit.


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Content is for informational purposes only and may not accurately reflect your specific situation. Information is not intended to provide legal, tax, or accounting advice. You should consult a qualified advisor for advice specific to your own circumstances.

While we take great care to ensure accurate translations of text, note that translations from English may not always be accurate or precise. For any questions regarding the translated text, readers should refer to the original English versions for the most accurate and precise information.