• April 1st, 2016

FINANCIAL CHECKUP

Paper, Order, or Assignment Requirements

Fill out each worksheet from the Financial Checkup with your own information. You can get extra help for each worksheet by reading the corresponding chapter in The Financial Checkup booklet. There is also some condensed information in the reading for module 3 which is included again at the bottom of this page. If you have concerns about the content of the worksheets, email the instructor. If you have questions about how to fill out the worksheets, please refer to the Financial Checkup booklet and the extra information reading below before emailing me.

Downloading and opening file – INSTRUCTIONSPreview the documentView in a new window

Please watch this video to learn how to work with the file.
https://www.youtube.com/watch?v=cDwSGe6y9EI (Links to an external site.)

The file includes the 9 worksheets that you will need to complete. You will also need to write and attach the paper. The file may be very slow to open. When you open one worksheet and work on it, do not save that individual worksheet. If you do, you will probably not be able to turn in the worksheets as one file. When you are finished working on one worksheet, just click the red X in the top right hand corner. When you are done working on the worksheets that time, save the entire file, not the individual files. Then you can come back to the file to work on the worksheets later. If you need extra tracking sheets you can use the one below and attach them separately. The paper will be attached separately also. Everything else should be included in the one file.

FINANCIAL CHECKUP Interactive PDF FilePreview the documentView in a new window

FINANCIAL CHECKUP Word FilePreview the documentView in a new window

FINANCIAL CHECKUP PDF File for Hard CopiesPreview the documentView in a new window

If you cannot get the big file to submit, you can print out the worksheets from the big file or from the following website and turn in a hard copy: https://www.usu.edu/fchd/community/housing/fchd3550Worksheets.cfm (Links to an external site.)

Following are listed each part of the Financial Checkup and how many points they are worth.

Paper – 20 points
TrackingPreview the documentView in a new window – 20 points
Net Worth Statement – 10 points
Income and Expense Statement – 10 points
Financial Ratios – 10 points
Revolving Savings – 10 points
Retirement – 10 points
Life Insurance – 10 points
Goals – 10 points
Budget – 25 points
The paper needs to be 2-3 pages double spaced analyzing each of the worksheets, including the tracking. State what you learned about your own financial situation from each worksheet. You only need to include one paragraph for each worksheet. Include one final paragraph stating what you learned about your overall financial situation. Put a heading before each paragraph the says which worksheet the paragraph is about. Also, write “Summary” as a heading for the last paragraph. You should have 10 paragraphs in all.

When you are working on the retirement worksheet, you can go to the Social Security website and find an estimate of your retirement income. The link is https://ssa.gov/estimator/ . Make sure you see that it is secure before you enter your information. Many of you won’t have enough credits with SSA yet. You can either estimate or use the example amount if you want. However, using the estimator will give you a more accurate picture.

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