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Returning to the US: Is Your Money Ready ?. Kate Horrell financial educator KateHorrell.com. When are you probably moving? Where might you go? What will you need?. When ? Where? What?. Figure out the total amount you could need. Look at your timeline and current resources.

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returning to the us is your money ready
Returning to the US:Is Your Money Ready?

Kate Horrell

financial educator

KateHorrell.com

when where what

When are you probably moving?

  • Where might you go?
  • What will you need?
When? Where? What?
make a plan

Figure out the total amount you could need.

  • Look at your timeline and current resources.
  • How will your income change when you get back to the US?
  • What can you do now to help then?
MakeA Plan
make it a team effort

Work with spouse

  • Creative ways to include kids in the effort
  • If appropriate, talk to family and friends
MakeIt ATeam Effort
make it automatic

Allotments

  • Separate savings account
  • Regular funds transfer
  • Smarty Pig
  • Capital One 360 (ING)
  • Name the accounts to keep you focused
MakeIt Automatic
make it fit

Delaying purchases

  • Reevaluating priorities
  • “practicing” payments
MakeItFit
the pcs budget reset

Opportunity to reset fixed expenses

  • Choices also impact variable expenses
  • Sets tone for finances of entire tour
The PCS Budget Reset
resources

katehorrell.com

  • [email protected]
  • www.the-military-guide.com
  • www.defensetravel.dod.mil/site/otherratesDLA.cfm
  • realtor.com
  • militarybyowner.com
  • Zillow.com
  • www.edmunds.com
  • www.kbb.com
Resources
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