30-Minute Money Solutions Worksheets
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.
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.
When it comes to tackling the nitty gritty of your financial plan, sometimes it helps to see all the details in black and white.
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.
Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.
We’d like to share more about how we work and what drives our day-to-day business.
We sell different types of products and services to both investment professionals
and individual investors. These products and services are usually sold through
license agreements or subscriptions. Our investment management business generates
asset-based fees, which are calculated as a percentage of assets under management.
We also sell both admissions and sponsorship packages for our investment conferences
and advertising on our websites and newsletters.
How we use your information depends on the product and service that you use and your relationship with us. We may use it to:
To learn more about how we handle and protect your data, visit our privacy center.
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.
To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.
Read our editorial policy to learn more about our process.