How Are You Doing? A Financial Check-Up

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How Are You Doing? A Financial Check-Up is a 24-slide presentation that provides information about ways to assess your financial progress. Included is a discussion of household net worth, a financial fitness quiz, an income and expense statement, financial ratios, a spending plan/budget, and questions to ask to assess credit card use, payment of income taxes, and estate and retirement planning.

Author:
Barbara O'Neill, Ph.D., CFP (Extension Specialist in Financial Resource Management, Rutgers Cooperative Extension)

Duration:
10 minutes, 10 seconds

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Additional Resources:

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