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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 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 ?

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  1. Returning to the US:Is Your Money Ready? Kate Horrell financial educator KateHorrell.com

  2. When are you probably moving? • Where might you go? • What will you need? When? Where? What?

  3. 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

  4. Work with spouse • Creative ways to include kids in the effort • If appropriate, talk to family and friends MakeIt ATeam Effort

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

  6. Delaying purchases • Reevaluating priorities • “practicing” payments MakeItFit

  7. Opportunity to reset fixed expenses • Choices also impact variable expenses • Sets tone for finances of entire tour The PCS Budget Reset

  8. katehorrell.com • kate@katehorrell.com • 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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