| NUMBER | TYPE | TITLE | LINK FOR DOWNLOAD | LAST UPDATED |
| 0.01 | Handout | Welcome Letter | https://money101education.com/wp-content/uploads/2024/07/0.01-WELCOME-to-Money-101-Education-1.pdf | 7/15/2024 |
| 0.06 | Handout | Six Steps to Building Financial Wealth | https://money101education.com/wp-content/uploads/2024/07/0.06-Steps-to-building-wealth-and-an-enjoyable-retirement.pdf | 7/3/2024 |
| 1.25 | Handout | Questions to Ask a Prospective Employer Regarding Compensation | https://money101education.com/wp-content/uploads/2024/10/1.25-Questions-to-ask-a-Prospective-Employer-compensation-benefits-advancement.pdf | 6/10/2024 |
| 3.00 | Handout | How to prepare a Cash Flow Statement | https://money101education.com/wp-content/uploads/2024/07/3.00-How-to-prepare-a-Cash-Flow-Statekent-aka-Budget-1.pdf | 7/6/2024 |
| 3.01 | Form | Cash Flow Statement | https://money101education.com/wp-content/uploads/2024/07/3.01-BUDGET-CASH-FLOW-revised-2024.pdf | 2024 |
| 3.11a | Exercise | Calculate Maria’s Personal Budget | https://money101education.com/wp-content/uploads/2024/10/3.11a-EXERCISE-Calculate-Marias-Personal-Budget.docx | 1/24/2024 |
| 4.00 | Handout | Introduction to Personal Financial Statement | https://money101education.com/wp-content/uploads/2024/07/4.00-Introduction-to-Personal-FInancial-Statements-Balance-Sheets-1.pdf | 7/10/2024 |
| 4.01 | Form – Excel format | Personal Financial Statement | https://money101education.com/wp-content/uploads/2024/10/4.01-Personal-FInancial-Statement-form-EXCEL-format.xlsx | 10/23/2024 |
| 4.01 | Form – PDF format | Personal Financial Statement | https://money101education.com/wp-content/uploads/2024/10/4.01-Personal-FInancial-Statement-form-PDF-format.pdf | 10/23/2024 |
| 4.11a | Exercise | Prepare Maria’s Personal Financial Statement – Word Format | https://money101education.com/wp-content/uploads/2024/10/4.11a-EXERCISE-Prepare-Marias-Personal-Financial-Statement-WORD-format-.docx | 10/16/2024 |
| 4.11a | Exercise | Prepare Maria’s Personal Financial Statement – Excel Format | https://money101education.com/wp-content/uploads/2024/10/4.11a-EXERCISE-Prepare-Marias-Personal-Financial-Statement-EXCEL-format.xlsx | n/a |
| 5.01 | Handout | How to get a FREE full personal credit report (not credit score) | https://money101education.com/wp-content/uploads/2024/10/5.01-How-to-get-a-FREE-Personal-Credit-Report-1.pdf | 7/12/2024 |
| 5.02 | Handout | What is a credit score, and what factors are used to determine a score? | https://money101education.com/wp-content/uploads/2024/10/5.02-What-is-a-Credit-Score-What-factors-determine-a-Credit-Score-1.pdf | 8/31/2024 |
| 5.03 | Exercise | Help Maria Improve Her Credit Score | https://money101education.com/wp-content/uploads/2024/10/5.03-EXERCISE-Help-Maria-Improve-her-Credit-Scorer.docx | 10/26/2024 |
| 5.21 | Handout | Student Loans | https://money101education.com/wp-content/uploads/2024/07/5.21-Student-Loans.pdf | 6/10/2024 |
| 7.01 | Handout | Retirement Accounts – an overview | https://money101education.com/wp-content/uploads/2024/07/7.01-Retirement-Accounts-an-overview-1.pdf | 7/18/2024 |
| 7.02 | Chart | Comparison of Traditional vs ROTH IRA | https://money101education.com/wp-content/uploads/2024/07/7.02-Comparison-of-Traditional-vs-Roth-IRA.pdf | n/a |
| 7.03 | Example | Withdrawal from a retirement investment account – FIXED withdrawal amounts | https://money101education.com/wp-content/uploads/2024/08/7.03-Illustration-of-withdrawal-from-retirement-investment-account-FIXED-AMOUNT-WITHDRAWAL.pdf | n/a |
| 7.04 | Example | Withdrawal from a retirement investment account – VARIABLE withdrawal amounts | https://money101education.com/wp-content/uploads/2024/08/7.04-Illustration-of-withdrawal-from-retirement-investment-account-VARIABLE-withdrawal.pdf | n/a |
| 8.01 | Handout | Retirement Planning Steps | https://money101education.com/wp-content/uploads/2024/08/8.01-Retirement-Planning-Steps.pdf | 8/25/2024 |
| 8.03 | Handout | Introduction to Social Security and the benefits | https://money101education.com/wp-content/uploads/2024/08/8.03-Introduction-to-Social-Security-and-the-benefits-.pdf | 8/15/2024
|
| 8.04 | Example | Social Security Statement | https://money101education.com/wp-content/uploads/2024/08/8.04-Social-Security-Statement-sample-with-wage-earnings-and-potential-benefits.pdf | n/a |
| 8.05 | Chart | How to Prepare for Retirement – from the US Dept of Labor | https://money101education.com/wp-content/uploads/2024/08/8.05-How-to-Prepare-for-Retirement-from-the-US-Dept-of-Labor.pdf | 9/1/2021 |
| 8.06 | Chart | Retirement savings growth without a match | https://money101education.com/wp-content/uploads/2024/08/8.06-Retirement-Savings-growth-without-match.pdf | n/a |
| 8.07 | Chart | Retirement savings growth with a match | https://money101education.com/wp-content/uploads/2024/08/8.07-Retirement-Savings-growth-with-a-match.pdf | n/a |
| 8.25a | EXERCISE | When should Maria start collecting social security? | https://money101education.com/wp-content/uploads/2024/11/8.25a-EXERCISE-Should-Maria-delay-collecting-Social-Secuirty-1.pdf | 11/3/2024 |
| 8.71a | Quiz | Social Security – test your knowledge | https://money101education.com/wp-content/uploads/2024/08/8.71a-QUIZ-Social-Security-Test-Your-Knowledge.docx | 3/2/2024 |
| 10.01 | Handout | Money & Life Cycles Segment – Instructors Notes | https://money101education.com/wp-content/uploads/2024/09/10.0-Money-Life-Cycles-Instructor-Notes-.pdf | 8/4/2024 |
| 10.02 | Handout | Thoughts on Money – from students | https://money101education.com/wp-content/uploads/2024/08/10.02-THOUGHTS-ON-MONEY.docx | 3/26/2023
|
| 10.05 | Instructions | How to apply for a social security card | https://money101education.com/wp-content/uploads/2024/08/10.05-SS-5-form-Social-Security-Card-how-to-apply-ss-5.pdf | 10/1/2021 |
| 10.06 | Handout | Savings Bonds – what are they and how do they work | https://money101education.com/wp-content/uploads/2024/08/10.06-Savings-Bonds.pdf | 8/2/2024 |
| 10.07 | Handout | 529 Educational Savings Plans – What are they? Why are they beneficial? | https://money101education.com/wp-content/uploads/2024/08/10.07-529-Educational-Savings-Plan-What-are-they-Whay-are-they-beneficial-.pdf | 4/15/2024 |
| 10.08 | Chart | Invest $1,000 for your child for 18 years and watch it grow | https://money101education.com/wp-content/uploads/2024/08/10.08-Invest-1000-for-your-child-for-18-years-and-watch-it-grow.xlsx | n/a |
| 10.09 | Handout | Allowances and Introducing financial awareness to children | https://money101education.com/wp-content/uploads/2024/08/10.09-Allowances-for-Children-.pdf | 1/22/2023 |
| 10.11a | EXERCISE | Understanding Unit Pricing – with 3 question challenge | https://money101education.com/wp-content/uploads/2024/08/10.11a-Understanding-Unit-Pricing.pdf | 8/2/2024 |
| 10.11b | ANSWER | Answers to Unit Pricing 3 question challenge | https://money101education.com/wp-content/uploads/2024/08/10.11b-Answer-sheet-to-3-quesitons-on-unit-pricing-and-deals.pdf | 8/2/2024 |
| 10.21 | Handout | Skills Assessment | https://money101education.com/wp-content/uploads/2024/08/10.21-Skills-Assessment-Worksheet.docx | 8/2/2024 |
| 10.22 | Handout | Careers and Earning Potential and Upward Mobility | https://money101education.com/wp-content/uploads/2024/08/10.22-Careers-and-Earning-Potential.-plus-College-Education-and-Upward-Mobility.pdf | 5/1/2023 |
| 10.23 | Chart | Occupational Earnings per position | https://money101education.com/wp-content/uploads/2024/08/10.23-Occupations-and-earnings-data-from-United-States-Dept-Labor.pdf | 2022 |
| 10.32 | Handout | Couples and Finances – One pot, Two pots, Three pots | https://money101education.com/wp-content/uploads/2024/08/10.32-Couples-and-FInances.pdf | 8/2/2024 |
| 10.33 | Handout | Introduction to Prenuptial Agreements | https://money101education.com/wp-content/uploads/2024/08/10.33-Prenuptial-Agreements.pdf | 8/2/2024 |
| 10.34 | Article | A Prenup Saved Me When My Husband Left | https://money101education.com/wp-content/uploads/2024/08/10.34-A-Prenup-Saved-me-When-My-Husband-Left-Article.pdf | 4/3/2023 |
| 10.36 | Example | Prenuptial Agreement – New York | https://money101education.com/wp-content/uploads/2024/08/10.36.-EXAMPLE-Prenuptial-Agreement-NYS-.pdf | 8/15/2024 |
| 10.37 | Example | Prenuptial Agreement – WASHINGTON | https://money101education.com/wp-content/uploads/2024/08/10.37-EXAMPLE-Pre-Nuptial-Agreement-Washington-State-.pdf | 9/19/2017 |
| 10.38 | Example | Post-Post Nuptial Agreement – TEXAS | https://money101education.com/wp-content/uploads/2024/08/10.38-EXAMPLE-Post-Nuptial-Agreement-house-Debt-TEXAS.pdf | 11/1/2022 |
| 10.39 | Example | Complaint to set aside Prenuptial Agreement – FLORIDA | https://money101education.com/wp-content/uploads/2024/08/10.39-EXAMPLE-Complaint-to-set-aside-prenuptial-agreement-FLORIDA.pdf | 12/3/2021 |
| 10.41 | Handout | Introduction to Divorce – Division of Assets, Spousal Maintenance, Child Custody ad Child Support | https://money101education.com/wp-content/uploads/2024/08/10.41-Divorce-–-Division-of-Assets-Spousal-Maintenance-Child-Custody-Child-Support.pdf | 8/15/2024 |
| 10.42 | Form | Statement of Net Worth (and finances) NYS Court form | https://money101education.com/wp-content/uploads/2024/08/10.42-Form-Statement-of-Net-Worth-FInances-NYS.pdf | n/a |
| 10.55 | Handout | Introduction to Estate Planning – Wills, Trusts and other important issues | https://money101education.com/wp-content/uploads/2024/08/10.55-Money-Death-WIlls-Trusts-and-other-important-issues.pdf | 8/15/2024 |
| 10.56 | Form | Will and Trust Planning Worksheet | https://money101education.com/wp-content/uploads/2024/08/10.56-Will-and-Trust-Planning-Worksheet.docx | 12/1/2023 |
| 10.61 | Handout | What needs to be done when someone dies | https://money101education.com/wp-content/uploads/2024/08/10.61-What-needs-to-be-done-when-someone-dies.pdf | 8/15/2024 |
| 10.62 | Form | IRS Form 706 – Estate Tax Return | https://money101education.com/wp-content/uploads/2024/08/10.62-IRS-Form-706-United-States-Estate-Tax-Return-.pdf | n/a |
| 10.71 | Article | The Estate Tax Catching Americans by Surprise | https://money101education.com/wp-content/uploads/2024/11/10.71-The-Estate-Tax-catching-Americans-By-Surprise-State-Estate-and-Inheritance-taxes-.pdf | 11/21/23 |
| 10.91a | Assignment | Assignment #1 – Money & Life Cycles | https://money101education.com/wp-content/uploads/2024/10/Assignment-1-Money-Life-CYCLES-Segment-.docx | 10/8/2024 |
| 10.92 | Assignment | Assignment #2 -Money & Life Cycles | https://money101education.com/wp-content/uploads/2024/10/10.92-Assignment-2-Money-Life-Cycles-Segment-1-1.docx | 10/23/2024 |
| 10.93 | Assignment | Assignment #3-Money & Life Cycles | https://money101education.com/wp-content/uploads/2024/10/10.93-Assignment-3-Money-Life-Cycles-Segment-1.docx | 10/23/2024 |
| 10.94 | Assignment | Assignment #4 – Money & Life Cycles | https://money101education.com/wp-content/uploads/2024/11/10.94-Assignment-4-Money-Life-Cycles-Segment.docx | 10/30/2024 |
| 10.95 | Assignment | Assignment #5 – Money & Life Cycles | https://money101education.com/wp-content/uploads/2024/11/10.95-Assignment-5-Money-Life-Cycles-Segment.docx | 11/6/2024 |
| 12.02b | Handout | Recommended Asset Allocation for 529 educational savings plans | https://money101education.com/wp-content/uploads/2024/10/12.02b-Recommended-Asset-Allocations-for-COLLEGE-SAVINGS-PLANS-.pdf | n/a |
| 12.05 | Handout | Cash Instruments and FDIC insurance | https://money101education.com/wp-content/uploads/2024/10/12.05-Cash-Instruments-and-FDIC-insurance.pdf | 3/20/24 |
| 12.06 | Chart | US Savings Bond Series EE – How interest is paid | https://money101education.com/wp-content/uploads/2024/08/12.06-US-Savings-Bonds-Series-EE-how-interest-is-paid.pdf | n/a |
