|
Create your targeted saving and spending plan by entering new amounts in the
categories you want to change.
Once you've created your plan, keep track of your actual expenses for a month
or two to see how well you're meeting your goals, making adjustments as necessary.
Print these results. We suggest that you use your browser's "Print"
function ("File --> Print" from the menu at the top of the screen)
to print the results of this calculator. Keep it together with the results of
other calculators in this workbook.
Previous Step
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
|
|
|
©1997-2012 CUNA Mutual Group.
|
|
