Budgeting Basics Worksheet . Financial Goals . Create financial goals and set time frames for achieving them. When developing these goals be specific, realistic and flexible. These goals need to be short, intermediate and long term. Time Frame Goal. s. Amount . Short-term (up to 1 year) Intermediate-term (1-4 years)
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Preview and Download !a money management tools and demonstrate the ability to use a savings register. Students will understand that a checking account is a money management tool and demonstrate the ability to use a checkbook register. Brain Warmers: Savings Accounts 1. What are you currently saving for? Is that a need or a want?
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Preview and Download !Borrowing money, or having the right to borrow money, to buy something. Usually it means you’re using a . credit card, but it might also mean that you got a loan. ° Lender: An organization or person that lends money with . the expectation that it will be repaid, generally with interest. TIP. Visit CFPB’s financial . education glossary at
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Preview and Download !Title: Microsoft Word - what.doc Author: cheld Created Date: 7/5/2006 2:37:03 PM
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Preview and Download !• Brief review of brain injury basics • Rancho Levels of Cognitive Function-Revised • Cognitive Processes Targeted in TBI • Limitations of reliance on workbooks and drill activities • Developing Functional Tasks • “Grading” of therapeutic tasks • Budget-Minded Therapy Ideas • Question and answers Course Outline
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Preview and Download !Getting a job/earning money Opening a bank account of my own Learning how to pay my bills with checks or using online bill pay Saving to buy something special for me/a gift for someone name of item: cost: name of item: cost: name of item: cost: Preparing a Budget A budget is an important tool to help you manage your finances.
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Preview and Download !Page 3 of 14, Updated August 28, 2018 Other deductions: State taxes –Many states withhold state income taxes. Additional retirement contributions –Voluntary contributions, such as 401K, 403b, in addition to Social Security Health insurance –Some employers will pay all or part of an employee’s health insurance costs.
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Preview and Download !a) what stimuli set you off? (money, people, paraphernalia, etc.) b) who in your work/home/social environments use alcohol and/or drugs? c) what is the availability of alcohol and drugs in your environment? d) what is the availability of money to obtain alcohol and drugs? Will you be receiving any significant sum of money in the near future? 3.
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Preview and Download !Financing decisions vs. investment decisions: raising money vs. allocating money Activity (1) is a financing decision Activity (2) is an investment decision Activities (4a) and (4b) are financing decisions The role of a financial manager Forecasting and planning of firms’ financial needs Making financing and investment decisions
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