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Personal Finance

30-Minute Money Solutions Worksheets

These worksheets can help you tackle basic financial-planning tasks, such as setting up a budget, or more advanced ones, such as setting your in-retirement portfolio-withdrawal rate.

When it comes to tackling the nitty gritty of your financial plan, sometimes it helps to see all the details in black and white.         

That's where our series of worksheets, which we created to go along with the book, 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (John Wiley & Sons, 2010), can help. 

Whether you're just kick-starting your plan by putting a budget in place or delving into advanced financial-planning tasks, such as determining a sustainable in-retirement withdrawal rate, our worksheets can help ensure that you make a decision that's rooted in the numbers--your numbers.




Family Finances

Investing Basics

Learn more about 30-Minute Money Solutions here.