NEFE's Wealth Care Kit.
| Author | Laffie, Lesli S. |
The National Endowment for Financial Education's (NEFE's) Wealth Care Kit provides the essential first steps to help individuals take charge of their financial lives. Using worksheets and checklists, it allows individuals and families to evaluate their current financial situation, set goals and begin to develop strategies to meet them. Information is presented in five main areas: insurance, investments, taxes and retirement and estate planning.
By reading the materials and completing the exercises provided, users can develop a personal balance sheet...
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