| NUMBER | TYPE | TITLE | LINK FOR DOWNLOAD | LAST UPDATE |
| 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 |
| 0.10 | Handout | Meet Maria Consuela | https://money101education.com/wp-content/uploads/2024/07/0.10-Meet-Maria-Consuela-who-needs-your-help-improving-her-finances.pdf | 2/1/2024 |
| 1.01 | Handout | Foundation Segment Instructors Notes | https://money101education.com/wp-content/uploads/2024/07/1.01-Money-101-FOUNDATION-segment-Outline-Instructors-Notes-docx.pdf | 6/15/2024 |
| 1.02 | Form | IRS Form: W-4 Employee Withholding Certificate | https://money101education.com/wp-content/uploads/2024/07/1.02-IRS-form-W-4-Employee-Withholding-Certificate-2024.pdf | 2024 |
| 1.03 | Form | Homeland Security Form: I-9 Employment Eligibility Verification | https://money101education.com/wp-content/uploads/2024/07/1.03-IRS-Form-I-9-Employment-Eligibility-Verification.pdf | n/a |
| 1.05 | Example | Example: Paystub Houly Worker | https://money101education.com/wp-content/uploads/2024/07/1.05-Example-Pay-Stub.jpg | n/a |
| 1.06 | Example | Paystub with Garnishments | https://money101education.com/wp-content/uploads/2024/07/1.06-Example-Paystub-with-Garnishments.png | n/a |
| 1.10 | Handout | How to Read and Understand a W-2 | https://money101education.com/wp-content/uploads/2024/07/1.10-How-To-Read-And-Understand-Form-W2-1.pdf | 7/1/2024 |
| 1.11a | Exercise | Prepare Maria’s W-2 | https://money101education.com/wp-content/uploads/2024/07/1.11a-EXERCISE-Prepare-Marias-W-2-and-calculate-her-net-pay.pdf | 7/4/2024 |
| 1.12 | Exercise | Can you calculate Maria’s gross earnings from her W-2? | https://money101education.com/wp-content/uploads/2024/07/1.12-Can-you-calculate-Marias-GROSS-earnings-from-the-W-2.pdf | 2/20/2024 |
| 1.13 | Form | IRS Form: W-2 | https://money101education.com/wp-content/uploads/2024/07/1.13-W-2-form-fillable-2024.pdf | 2024 |
| 1.15 | Example | W-2 Olivia Parker | https://money101education.com/wp-content/uploads/2024/07/1.15-W-2-for-Olivia-Parker-.jpg | 2022 |
| 1.25 | Handout | Questions to ask a Prospective Employer | https://money101education.com/wp-content/uploads/2024/07/1.25-Questions-to-ask-a-Prospective-Employer-compensation-benefits-advancement.pdf | 6/10/2024 |
| 1.28 | Handout | Questions to ask your employer about your retirement plan | https://money101education.com/wp-content/uploads/2024/07/1.28-Questions-to-ask-your-employer-about-your-retirement-plan-.pdf | 1/25/2024 |
| 2.02 | Form | IRS Form: W-9 form | https://money101education.com/wp-content/uploads/2024/07/2.02-W-9-Form-to-provide-a-SS-or-EIN-number-called-TIN-.pdf | n/a |
| 2.03 | Form | IRS Form: 1099-Misc | https://money101education.com/wp-content/uploads/2024/07/2.03-Form-1099-Misc-no-instructions-just-the-form.png | n/a |
| 2.05 | Handout | Employee vs Independent Contractor – 20 common Tests | https://money101education.com/wp-content/uploads/2024/07/2.05-Employee-vs.-Independent-Contractor-20-common-tests.pdf | 6/22/2024 |
| 2.11a | Exercise | Prepare Maria’s 1099 | https://money101education.com/wp-content/uploads/2024/07/2.11a-EXERCISE-Prepare-Marias-1099-1-1.pdf | 7/10/2024 |
| 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 – Budget Long Form | https://money101education.com/wp-content/uploads/2024/07/3.01-BUDGET-CASH-FLOW-revised-2024.xlsx | 2024 |
| 3.01 | Form | Cash Flow Statement – Budget Long Form EXCEL FORMAT | 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 – PDF FORMAT | https://money101education.com/wp-content/uploads/2024/07/3.11a-EXERCISE-Calculate-Marias-Personal-Budget.pdf | 1/24/2024 |
| 4.00 | Handout | Introduction to Personal Finance Statements | 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 | Personal Financial Statement – EXCEL FORMAT | https://money101education.com/wp-content/uploads/2024/10/4.01-Personal-FInancial-Statement-form-EXCEL-format.xlsx | 10/24/2024 |
| 4.01 | Form | Personal Financial Statement – PDF FORMAT | https://money101education.com/wp-content/uploads/2024/10/4.01-Personal-FInancial-Statement-form-PDF-format.pdf | 10/24/2024 |
| 4.03 | Example | Three Personal Financial Statements | https://money101education.com/wp-content/uploads/2024/07/4.03-Examples-3-Personal-FInancial-Statements-PDF-format.pdf | n/a |
| 4.11a | Exercise | Prepare Maria’s Personal Financial Statement – Word Format – Part One | https://money101education.com/wp-content/uploads/2024/10/4.11a-EXERCISE-Prepare-Marias-Personal-Financial-Statement-WORD-format-1-1.docx | 10/16/2024 |
| 4.11a | Exercise | Prepare Maria’s Personal Financial Statement – Excel Format – Part One | https://money101education.com/wp-content/uploads/2024/10/4.11a-EXERCISE-Prepare-Marias-Personal-Financial-Statement-EXCEL-format-1.xlsx | n/a |
| 5.01 | Handout | How to get a FREE personal credit report | https://money101education.com/wp-content/uploads/2024/10/5.01-How-to-get-a-FREE-Personal-Credit-Report.pdf | 7/12/2024 |
| 5.02 | Handout | What is a Credit Score? What Factors Determine a Credit Score? | https://money101education.com/wp-content/uploads/2024/10/5.02-What-is-a-Credit-Score-What-factors-determine-a-Credit-Score.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 |
| 5.11 | Article | Credit Scores – How High is High Enough? | https://money101education.com/wp-content/uploads/2024/07/5.11-Credit-Scores-how-high-is-high-enough.pdf
| 8/14/2023 |
| 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 Retirement Account | https://money101education.com/wp-content/uploads/2024/07/7.02-Comparison-of-Traditional-vs-Roth-IRA.pdf | n/a |
| 8.25 | Exercise | When should Maria start taking social security? | https://money101education.com/wp-content/uploads/2024/07/8.25a-EXERCISE-Should-Maria-delay-collecting-Social-Secuirty.docx | 3/2/2024 |
| 1040 tax return Schedule C | IRS form | Profit & Loss from Business | https://money101education.com/wp-content/uploads/2024/10/IRS-2023-Form-1040-Schedule-C-Profit-of-Loss-from-Business.pdf | 2023 |
1040 tax return
Schedule 8829 | IRS form | Home Office Deduction | https://money101education.com/wp-content/uploads/2024/10/IRS-2023-Form-1040-Schedule-8829-Home-Office-Deduction.pdf | 2023 |
| 1.91a | Assignment | Foundation Assignment #1 | https://money101education.com/wp-content/uploads/2024/07/1.91a-Assignment-1-Foundation-Segment.docx | 7/17/2024 |
| 1.92a | Assignment | Foundation Assignment #2 | https://money101education.com/wp-content/uploads/2024/10/1.92a-ASSIGNMENT-2-Foundation-Segment.pdf | 10/20/2024 |
| 1.93a | Assignment | Foundation Assignment #3 | https://money101education.com/wp-content/uploads/2024/07/1.93a-ASSIGNMENT-3-Foundation-Segment.pdf | n/a |
| 1.94a | Assignment | Foundation Assignment #4 | https://money101education.com/wp-content/uploads/2024/10/1.94a-Assignment-4-Foundation-Segment.pdf | 10/26/2024 |
| 1.95 | Assignment | Foundation Assignment #5 | https://money101education.com/wp-content/uploads/2024/07/1.95-Assignment-5-Foundation-Segment-.pdf | n/a |
