Financial Concerns

FEAP offers a variety of services related to dealing with financial problems. These services can include:

  • Review of financial obligations
  • Examination of income sources
  • Review of obstacles and stressors
  • Development of a realistic plan to solve the problem
  • Referral to specialized services including financial planning, education, credit counseling, legal assistance, mental health counseling and/or self-help.

Helpful Worksheets:

Account List Tracking:  Provides a list of account types in order to organize and track personal account data.  Can also be a helpful resource when in the process of moving/changing addresses/changing names with various accounts.

Annual Expenditures:  Useful for tracking current expenses as well as projected expenses during retirement.

Budget Worksheet:  Useful for budget tracking.  Spreadsheet includes formulas to assist with calculation.

Debt Worksheet:  Useful for debt tracking.

Recordkeeping Guide:  Provides helpful information regarding where to store important records and papers.

Settling an Estate:  Checklist

 

 

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