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Learn how to spend your way to wealth.   When you conquer SpendWize you’ll have a spending plan in place that ensures you spend with a purpose, reduce debt, have savings for emergencies and retirement, and the know-how to save up to 17% on the services and expenditures of life.

Organize

  • Important contact information 
  • Bank accounts, Credit/debit cards, what you need to have copies of and where you need to keep them
  • Investments, bonds, CD’s, IRA's, 401k's, etc
  • Taxes, property tax, tax savings strategies, what can you write off, Social Sec. annual E and B statements

Budget

  • Your personal balance sheet 
  • Spending plans
  • Cash Reserve Worksheets
  • Money saving tricks and tactics

Protect

  • Home, Auto, and Business
  • Health Insurance
  • Critical Illness, Accident, and Disability
  • Life, long term care, and final expense


Get your SpendWize 1010 Packet today!  Contains all the worksheets needed to organize, budget and protect what you work so hard to earn!
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© 2011, LIFE 1010