Finances and Insurance
Who pays and when?
Be ready for those rainy days.
Finances and Insurance
Who pays and when?
Be ready for those rainy days.
Finances and Insurance
Are you ready to take control of your finances and future plans? Start by keeping a spending journal by writing down every purchase you make this week. Look for spending patterns. Set limits on impulsive purchases. Do you run low on money as the month progresses? How and what can you change to make your money last. Then look at your automatic payments. Do you need to change the withdraw dates to make your money last longer?
92k+
senior adults scammed in 2021
$1.7b +
money senior adults lost to scammers in 2021
73%
increase in fraud losses 2020-2021
Make a Budget
Monthly Budget
Use this worksheet to see how much money you spend this month. Then, use this month’s information to help you plan next month’s budget. Some bills are monthly and some come less often. If you have an expense that does not occur every month, put it in the “Other expenses this month” category.