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.
By Christine Benz | 12-02-13 | 12:00 PM | Email Article

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

Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz.

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.

Securities mentioned in this article



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