After a death in the family, it’s important to reevaluate where you stand financially. Use these tools to determine how your loss has affected your financial well-being.
What do you have?
Use these worksheets and calculators to determine where you stand financially today.
Organize your financial information
It can be hard to stay organized when you start to receive paperwork due to the loss of your loved one, but it’s important. Keep track of hospital bills, burial expense receipts, income tax receipts, insurance benefits and more. By doing this, you can prevent future stress including disagreements between family members.
Use this checklist to get your financial paperwork in order too. It can give you peace of mind to know that your papers are in order in case of a premature death or disability.
Financial Information Checklist >>>
Calculate your net worth
Whether you gained money in an inheritance or lost money due to final expenses, it’s a good idea to recalculate your net worth. Use our:
Net Worth Worksheet >>>
Examine your net cash flow
Use this tool to find out where you spend your money:
Cash Flow Calculator >>>
What will it take?
Once you know how much money you have, find out how much it will cost to reach your goals.
How much will it cost to reach your goals?
Estimate the costs of reaching each of your goals with our:
Goal Definition Worksheet >>>
How much do you need to save?
Use this calculator to determine how much you need to save each month to reach your goals:
Goal Savings Planner >>>