Kiss My Assets

Budgeting

• Work sheets to help you itemize what you spend in order to develop a budget
• Net Worth work sheet

Education

• Money is no different than anything else you encounter in life.  There are skills that need to be learned and some of them may only be learned by experience.

Resources

• Please go to our resource page for videos and calculators and other information tips on personal money management
• “If I only knew”  This section highlights the little things in life that if you knew them ahead of time, would save you money and aggravation
• Other Peoples Mistakes – learning is often a result of making mistakes but why not let other people share their mistakes so you can learn from them.

Topics

• Married or Buried for less
• Horror of Debt
• Home Buying 101
• Credit wrecking Ball
• Living Beneath your means
• Budget or go Bust

Financial File Cabinet

• An easy way to be sure you have all the financial papers you need at your fingertips and if not how to acquire them

Estate Papers

• Will
• Living Will
• Health Care Surrogate  
• Power of Attorney
• Living Trust

Insurance Papers

• Life
• Health
• Long Term Care
• Homeowners
• Car/Vehicles  

Deeds

• Property A
• Property B
• Property C

Titles

• Vechilce title copies

Taxes

• Two years of returns

Pension Information

• Social Security statements and log in
• Work Pensions Plans
  • 401K
  • 403B
  • 457
  • Defined Benefit
• Personal Pensions
  • IRA
  • Roth IRA

Investment Statements

• Brokerage Account A
• Brokerage Account B
• Brokerage Account C
• Bank Accounts
• Bank CD’s