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Worksheets

Balancing financial priorities

This worksheet can help you fine-tune your budget and manage short-term and long-term goals

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Balancing for parents' care

In general, people need more care as they age. So, when budgeting for parents’ care, it’s important to assess current expenses and also project potential future expenses. Consider estimating future annual expenses for the next five years, 10 years, 15 years and 20 years

Click Here to view and download the worksheet