for this goal?
willing to do?
SHORT-TERM GOALS (5 years or less)
Example:
Fill out these worksheets
1
emergency savings fund
1 year
6 months of
3 months of
to find more savings,
expenses
expenses
bring lunch to work
every day
LONG-TERM GOALS (longer than 5 years)
1
Example:
retirement % of pre-tax pay
some savings in
sign up for workplace
a secure retirement
age
(see worksheet 4)
an IRA
plan
U.S. Department of Labor Employee Benefits Security Administration 31
SAVINGS FITNESS A GUIDE TO YOUR MONEY AND YOUR FINANCIAL FUTURE
2. Financial Documents Checklist
Date
To help you fill out the worksheets that follow, gather together recent copies of the documents and statements listed below. You can get many of these documents from your employer, financial institutions, and insurance companies. You can get your Social Security Statement with an estimate of your retirement benefits at www.socialsecurity.gov/mystatement. To get a free credit report every twelve months, visit
www.annualcreditreport.com or call 877-322-8228. The Resources section has additional websites, publications, and information to help you find and understand these documents.