Recommendations & Resources

Recommendations and Resources

Budgeting Tools

Download these budgeting tools from our “Budgeting for the New Year” Webinar.

Zero Based Budget Sheet
Expense Sheet
Fraud Awareness
Romance Scams
AARP Financial Exploitation Red Flags
Personal Finance
2024 Basics of Direct Connect
2024 Personal Finance User Guide
Savings Trackers

Start saving today with these 5 downloadable savings trackers:

100 Envelope Savings Challenge
365 Day Nickel Savings Challenge
52 Week Envelope Challenge
52 Week Savings Challenge
$500 Savings Challenge
Create Your Own Savings Challenge
Roll the Dice Savings Challenge
Weather Wednesday Savings Challenge
When Dollars Make Sense

Downloadable content from our Financial Literacy workbook “When Dollars Make Sense”

$20 Savings Challenge
When Dollars Make Sense Savings Challenges
When Dollars Make Sense Earning Sheet
When Dollars Make Sense Budgeting Sheet
When Dollars Make Sense Booklet