The Federal Citizen Information
Center’s site con tains text versions of
hun dreds of con sum er pub li ca tions.
See the “Money” section for a list of
bro chures on money man age ment and
re tire ment plan ning.
www.socialsecurity.gov
Visit the Social Security Administration’s
website for pag es on retirement. Wage
earn ers can estimate their re tire ment
ben efits on line.
The IRS website provides tax
in for ma tion on IRAs, 401(k) plans, SEP
and SIMPLE plans, and much more.
The Bureau of the Public Debt’s website
fea tures pag es on savings bonds, a sav ings bond
Browse the website of the National Endowment for
cal cu la tor, and in struc tions for buy ing bonds on line.
Financial Education for a wealth of pre re tire ment
in forma tion.
The Federal Deposit Insurance Corporation’s website www.jumpstartcoalition.org
of fers a financial ed ucation pro gram, “Money Smart,”
Jump$tart Coalition for Personal Financial Literacy
a com prehensive financial ed u ca tion cur ric u lum
of fers personal financial education materials aimed at
de signed to help individuals out side the fi nan cial
grades K-12.
main strea m en hance their financial skills and create
po s itive bank ing relationships.
The Consumer Federation of America of fers sev er al
fi nan cial publications, including Your Credit Score and
Investors of all ages can learn about the ba sics of
66 Ways to Save Money, and runs the America Saves
in vest ing at the Investor’s Clearinghouse, spon so red by cam paign to en cour age savings among low-to-moderate the Alliance for Investor Education (AIE).
income house holds.
The AARP site provides advice on a host of retirement
plan ning issues. Link to “Mon ey” for in for ma tion on
fi nan cial plan ning.
U.S. Department of Labor Employee Benefits Security Administration 29
SAVINGS FITNESS A GUIDE TO YOUR MONEY AND YOUR FINANCIAL FUTURE
Worksheets
Use these worksheets to help you manage your financial life and begin your savings fitness plan. Take your time. You may want to fill out one or two worksheets and then spend some time gathering the information you need for the rest. Don’t get stuck on the details. Guessing is okay and you can always come back later with more accurate or up-to-date numbers and information. If you are married, remember to include your spouse’s information when filling out the worksheets.
You may want to make a copy of the worksheets before you get started, or print out an extra copy online. That way you can come back at a later date – in six months or a year – to update the worksheets and track your progress. This will help you start saving for a secure retirement, and other goals you may