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CPA Mobilization Kit: College. Building Your Future. • Money Management • Making College a Reality • Insurance Reminders. Money Management. Budgeting. • List monthly income –Job earnings –Savings & parental support • Expenses (estimated) –Education –Meals, entertainment

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Building your future l.jpg
Building Your Future

  • • Money Management

  • • Making College a Reality

  • • Insurance Reminders



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Budgeting

  • • List monthly income

  • –Job earnings

  • –Savings & parental support

  • • Expenses (estimated)

  • –Education

  • –Meals, entertainment

  • –Personal care items


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Sample Budget

  • • Gross monthly income

  • • Net income

  • • Fixed expenses

  • • Flexible expenses


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Sample Budget

  • • Discretionary expenses

  • • Total it up

  • • Increase your savings

  • • Programs like Quicken can help


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The Impact of Income

  • • Save & spend wisely

  • • Make saving a priority

  • • Acquire savvy shopping skills

  • • Understand the cost of credit

  • • Be aware of taxes


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Investing for Wealth

  • • The power of compound interest

  • • Rule of 72

  • 72/2=36

  • 72/6=12

  • 72/8=9


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Investing for Wealth

  • • Planning for wealth

  • • Make the most of a 401(K)


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Danger of Credit Cards

  • • Teaser rates

  • • Stick with one

  • • Pay in full

  • • Pay on time

  • • Avoid cash advances


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Danger of Credit Cards

  • • Protect your history

  • • Stay within the limit

  • • Review your statements

  • • Report a lost or stolen card immediately

  • • Protect personal information



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Making College a Reality

  • • Implement a savings blitz

  • • Financial aid

  • • Seek out scholarships

  • • Turn to government loans

  • • Focus on less expensive schools


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Facts on Financial Aid

  • • Always apply

  • • Apply early

  • • Understand the EFC


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Facts on Financial Aid

  • • Spend assets wisely

  • • Evaluate offers

  • • Grants and loans



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Insurance Reminders

  • • Homeowners/renters

  • • Auto Insurance

  • • Health Insurance



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