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CPA Mobilization Kit: College

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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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Presentation Transcript
building your future
Building Your Future
  • • Money Management
  • • Making College a Reality
  • • Insurance Reminders
budgeting
Budgeting
  • • List monthly income
  • –Job earnings
  • –Savings & parental support
  • • Expenses (estimated)
  • –Education
  • –Meals, entertainment
  • –Personal care items
sample budget
Sample Budget
  • • Gross monthly income
  • • Net income
  • • Fixed expenses
  • • Flexible expenses
sample budget6
Sample Budget
  • • Discretionary expenses
  • • Total it up
  • • Increase your savings
  • • Programs like Quicken can help
the impact of income
The Impact of Income
  • • Save & spend wisely
  • • Make saving a priority
  • • Acquire savvy shopping skills
  • • Understand the cost of credit
  • • Be aware of taxes
investing for wealth
Investing for Wealth
  • • The power of compound interest
  • • Rule of 72
  • 72/2=36
  • 72/6=12
  • 72/8=9
investing for wealth9
Investing for Wealth
  • • Planning for wealth
  • • Make the most of a 401(K)
danger of credit cards
Danger of Credit Cards
  • • Teaser rates
  • • Stick with one
  • • Pay in full
  • • Pay on time
  • • Avoid cash advances
danger of credit cards11
Danger of Credit Cards
  • • Protect your history
  • • Stay within the limit
  • • Review your statements
  • • Report a lost or stolen card immediately
  • • Protect personal information
making college a reality13
Making College a Reality
  • • Implement a savings blitz
  • • Financial aid
  • • Seek out scholarships
  • • Turn to government loans
  • • Focus on less expensive schools
facts on financial aid
Facts on Financial Aid
  • • Always apply
  • • Apply early
  • • Understand the EFC
facts on financial aid15
Facts on Financial Aid
  • • Spend assets wisely
  • • Evaluate offers
  • • Grants and loans
insurance reminders17
Insurance Reminders
  • • Homeowners/renters
  • • Auto Insurance
  • • Health Insurance
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