Get Ready! Worksheets (PDF - downloadable & fillable) by Tony Steuer

Get Ready! Worksheets (PDF - downloadable & fillable)

What's included?

File Icon 99 files

Contents

Creating Your Financial First Aid Kit
Emergency Contacts Table 1 from GET READY!.pdf
102 KB
Personal Papers and Legal Document Table 2 from GET READY!.pdf
116 KB
Critical Emergency Action List Table 3 from GET READY!.pdf
65.4 KB
Contents of Wallet Table 4 from GET READY!.pdf
43.2 KB
Storing Documents and Valuables Table 5 from GET READY!.pdf
50.9 KB
Storage Unit Table 6 from GET READY!.pdf
42.7 KB
Personal Information Table 7 from GET READY!.pdf
63.8 KB
Children Table 8 from GET READY!.pdf
61.1 KB
Grandchildren Table 9 from GET READY!.pdf
41.6 KB
Health (Medical) Information Table 10 from GET READY!.pdf
49.1 KB
Pet Information Table 11 from GET READY!.pdf
55.3 KB
Military Service Table 12 from GET READY!.pdf
54.7 KB
Memberships: Clubs and Organizations Table 13 from GET READY!.pdf
56.9 KB
Charitable Organization Table 14 from GET READY!.pdf
49.1 KB
Digital Life (Devices and Services) Table 15 from GET READY!.pdf
56.4 KB
Log-in Credentials Tracking Table 16 from GET READY!.pdf
180 KB
Reward and Loyalty Programs Table 17 from GET READY!.pdf
69.9 KB
Listing Your Assets
Checking and Savings Accounts Table 19 from GET READY!.pdf
69.6 KB
Certificates of Deposit (CDs) Table 20 from GET READY!.pdf
58.2 KB
Stocks Table 21 from GET READY!.pdf
69.2 KB
Treasury Securities (Bills and Bonds) Table 22 from GET READY!.pdf
55.1 KB
Corporate Bonds, Government Agency Bonds and Municipal Bonds Table 23 from GET READY!.pdf
70.8 KB
Mutual Funds Table 24 from GET READY!.pdf
60.2 KB
Exchange-Traded Funds (ETFs) Table 25 from GET READY!.pdf
58.4 KB
Collectibles Table 26 from GET READY!.pdf
49.6 KB
Stock Options Table 27 from GET READY!.pdf
56.8 KB
Business Interests & Ownerships Table 28 from GET READY!.pdf
50.1 KB
Royalties (Copyrights, Trademarks, Patents and other licensed property) Table 29 from GET READY!.pdf
55 KB
Debts and Obligations Owed to You Table 30 from GET READY!.pdf
53.5 KB
College Savings Accounts Table 31 from GET READY!.pdf
56.1 KB
ABLE Accounts Table 32 from Get Ready!.pdf
56.9 KB
Organizing Your Retirement Plans
Individual Retirement Accounts (IRAs) Table 33 from GET READY!.pdf
57.2 KB
Self-Employed and Small Individual Retirement Accounts Table 34 from GET READY!.pdf
59.2 KB
Employer Retirement Accounts: 401(k), 403(b) and 457 Plans Table 35 from GET READY!.pdf
69.4 KB
Pension Plans Table 36 from GET READY!.pdf
60.2 KB
Other Employer and Group Retirement Plans Table 37 from GET READY!.pdf
60.4 KB
Social Security Table_38 from GET READY!.pdf
43.8 KB
Listing Your Home and Real Estate/Real Property
Home (Primary Residence Table_39 from GET READY!.pdf
47 KB
Vacation Home - Secondary Residence Table_40 from GET READY!.pdf
47 KB
Time Share - Vacation Club Table_41 from GET READY!.pdf
48.6 KB
Investment Property Table_42 from GET READY!.pdf
49.5 KB
Farmland Table_43 from GET READY!.pdf
54.9 KB
Undeveloped Land Table_44 from GET READY!.pdf
46.3 KB
Commercial Property Table_45 from GET READY!.pdf
46.4 KB
Cars Table_46 from GET READY!.pdf
64.1 KB
Planes, Boats and Recreational Vehicles Table_47 from GET READY!.pdf
59.1 KB
Major Property Inventory Table_48 from GET READY!.pdf
163 KB
Compiling Your Income (Earnings)
Total Compensation Statement Table_49 from GET READY!.pdf
48 KB
Employee Cash and Employee Benefit Total Compensation Tables 50-54 from GET READY!.pdf
191 KB
Other Earned Income - Second Job Table_55 from GET READY!.pdf
47.4 KB
Online Income - Sales Table_56 from GET READY!.pdf
46.4 KB
Royalties Table_57 from GET READY!.pdf
47.1 KB
Investment Income Table_58 from GET READY!.pdf
69.8 KB
Retirement Income Table_59 from GET READY!.pdf
70.7 KB
Organizing Your Debts, Personal Loans, Living Expenses and Taxes
Car Loans and Leases Table_60 from GET READY!.pdf
75.9 KB
Home Loans -Mortgage & HELOC Table_61 from GET READY!.pdf
88 KB
Private Mortgage Insurance Table_62 from GET READY!.pdf
49.8 KB
Vacation Home & Time Share Loans Table_63 from GET READY!.pdf
79.5 KB
Reverse Mortgage Table_64 from GET READY!.pdf
64.9 KB
Student Loans Table_65 from GET READY!.pdf
63.7 KB
Investment Property Loans Table_66 from GET READY!.pdf
78.2 KB
Business - Commercial Property Loans Table_67 from GET READY!.pdf
63.8 KB
Personal Debts and Loans Table_68 from GET READY!.pdf
68.1 KB
Credit Cards Table_69 from GET READY!.pdf
128 KB
Debt Consolidation Loans Table_70 from GET READY!.pdf
64.6 KB
Renting and Leasing a Residence Table_71 from GET READY!.pdf
53.5 KB
Utility and Household Bills Table_72 from GET READY!.pdf
101 KB
Education Care and Support Expenses Table_73 from GET READY!.pdf
63.3 KB
Subcriptions and Services Table_74 from GET READY!.pdf
87.3 KB
Memberships, Season Tickets, Clubs and Organizations Table_75 from GET READY!.pdf
66.7 KB
Taxes Table_76 from GET READY!.pdf
60.8 KB
Tax Documents Table_77 from GET READY!.pdf
58.2 KB
Property Taxes Table_78 from GET READY!.pdf
52.6 KB
Assembling Your Insurance Portfolio
Auto Insurance Table_79 from GET READY!.pdf
86.4 KB
Disability Insurance Table_80 from GET READY!.pdf
93.3 KB
Health Insurance and Health Care Costs Table_81 from GET READY!.pdf
146 KB
Homeowners and Renters Insurance Table_82 from GET READY!.pdf
81.1 KB
Life Insurance Table_83 from GET READY!.pdf
94.3 KB
Long Term Care Insurance Table_84 from GET READY!.pdf
75.1 KB
Annuities Table_85 from GET READY!.pdf
90.6 KB
Insurance Miscellaneous Policies Table_86 from GET READY!.pdf
72.6 KB
Estate Planning
Health Care and Advanced Directives Table_88 from GET READY!.pdf
49.8 KB
Organs and Body Donation Table_89 from GET READY!.pdf
42 KB
Burial and Cremation Table_90 from GET READY!.pdf
48 KB
Viewings, Visiitations and Wakes Table_91 from GET READY!.pdf
57.8 KB
Funeral and Memorial Services Table_92 from GET READY!.pdf
59.9 KB
Celebration of Life Ceremony and Reception Table_93 from GET READY!.pdf
50.1 KB
Obituary Table_94 from GET READY!.pdf
65.6 KB
Ethical Will Table_95 from GET READY!.pdf
42.7 KB
Wills Table_96 from GET READY!.pdf
47.8 KB
Trusts Table_97 from GET READY!.pdf
68.8 KB
Digital Estate Planning Table_98 from GET READY!.pdf
59.6 KB
Pet Estate Planning Table_99 from GET READY!.pdf
42.4 KB
Evaluating Your Financial Readiness
Cash Flow Analysis and Budget from GET READY!.pdf
240 KB
Net Worth Statement from GET READY!.pdf
111 KB
Retirement Savings Tracker from GET READY!.pdf
73.9 KB
Staying Ready
Financial Calendar from GET READY!.pdf
93.3 KB
Credit Report Monitoring from GET READY!.pdf
81 KB
Stepping In
Stepping In - Steps to take from GET READY! .pdf
86.6 KB