Putting the knowledge to maintain your financial health into your hands.

Provides the basic tools you need to make your finances work for you and eliminate money worries.

You have wanted to take better care of your finances for some time. The money comes in, the bills get paid, yet you seem to have nothing else to show for your hard work. Handling your finances is one of the most important life skills you can have and Socrates can sharpen those skills with the Personal and Family Finance Kit. This kit and the comprehensive forms included cover the basics: banking, housing, education, retirement and many other aspects of personal finance. Being in control of your money can mean more confidence across all aspects of your life.

15 FORMS INCLUDED ALLOW YOU TO:

• compare annuities
• choose a good bank
• calculate net worth
• hire a financial planner
• compare credit cards
• refinance a mortgage
• buy insurance
• set goals
• save for retirement

TERMS AND CONDITIONS COVERED:

• performing a self-evaluation
• learning banking tips
• managing credit
• using a financial planner
• purchasing a home
• saving for retirement
• purchasing life insurance
• planning the estate
• investing wisely

All contents reviewed and approved by attorneys or industry experts.