Jimmy's Free Money Tips

5 Financial Resources that i personally use

Net Worth

The net worth template is an indispensable resource for anyone aiming to enhance their financial planning. This is a template of everything you own less everything you owe.

It’s essential for gaining immediate insight, tracking financial progress, identifying growth opportunities, ensuring simplicity for users of all backgrounds, and facilitating strategic financial planning. 

Download the Net Worth Template to illuminate your path to financial success and take a significant step forward in your wealth-building endeavors.

Budget

This is a template of your monthly after-tax (aka take home pay) income and expenses. This template has common categories for both income and expenses.

It includes the beginning and ending balance to help you compare to what your bank says is in your account – to make sure you’ve included all your income and expenses for the month – give every dollar an assignment.

 

Simplified Income

This is designed to be used to show all your annual income and expenses in a summary format. This includes both before and after-tax expenses. For example, your health insurance premiums might be done pre-tax as a payroll deduction. Same for your 401k contributions.

Loan Amortization

This is designed to help understand how much your mortgage or monthly car payment will be – rather than just relying on the bank to do the math for you.

There are several online calculators out there so this isn’t unique but it’s easy to use and demystifies the process – and it’s easy to change the loan assumptions and see what that does to your monthly payment and total interest paid.

When you download this template you can see that a 30 year mortgage on a $225,000 house (no down payment), 6.95% interest rate, would equal a $1,489.38 monthly payment of principal and interest (doesn’t include escrow for property taxes and insurance).

You can easily change the assumptions in the highlighted section at the top. It also shows that over 30 years, you will pay $311,177.80 in interest, yikes!

Top 20 Money Tips

By downloading this resource, you’re not just gaining access to a list of tips; you’re unlocking a comprehensive guide for building a secure financial future. Don’t let another day go by without taking control of your finances. Download the Top 20 Money Tips today and embark on your journey to financial freedom.

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These 5 FREE Resources will surely make an impact to your financial journey.