Click_n_Learn: Plan It

Wealth-building Tool #2 - Spending Plan

Develop a spending plan to reach your financial goals, then put your plan on auto-pilot!

Once you identify sources of income and expenses, automate your finances. How?

1. Use online banking.
Almost half (47%) of baby boomers use it to access accounts from home 24/7, set up recurring payments, and detect fraud quickly to minimize loss (Source: 2005 survey sponsored by U.S. Department of Treasury and Federal Reserve Banks).

2. Use direct deposit.
How much do YOU know about the benefits of direct deposit?

Play Direct Deposit Lotto.


INTRODUCTION TERMINOLOGY 1 - SMART GOALS 2 - SPENDING PLAN 3 - SAVING 4 - INVESTING 5 - DEBT REDUCTION 6 - HOME OWNERSHIP PITFALLS AM I READY?
	Wealth-building Tool #2 - Spending Plan Develop a spending plan to reach your financial goals, then put your plan on auto-pilot! Once you identify sources of income and expenses, automate your finances. How? 1. Use online banking. Almost half (47%) of baby boomers use it to access accounts from home 24/7, set up recurring payments, and detect fraud quickly to minimize loss (Source: 2005 survey sponsored by U.S. Department of Treasury and Federal Reserve Banks). 2. Use direct deposit. How much do YOU know about the benefits of direct deposit? Play Direct Deposit Lotto.