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Returning to the US: Financial Readiness and Planning Guide by Kate Horrell

Are you preparing to return to the US? Financial educator Kate Horrell offers valuable insights on financial planning. Learn what you'll need, how your income may change, and practical steps to take now. With tips for working with family, saving strategies, and budgeting advice, make your transition smooth and financially secure.

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Returning to the US: Financial Readiness and Planning Guide by Kate Horrell

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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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