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- Researching & Managing Investments
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Worksheets are reality checks on where you are right now. Do you know your net worth? How about your monthly income and expenses? Have you developed a budget? It is a good practice to complete these worksheets at least once a year to make sure you are on track with your financial goals and objectives.
Print this worksheet to help determine your assets and liabilities
Print this worksheet to help track and calculate your monthly expenditures.