This time-tested guide to managing personal finances is the Colonial Williamsburg Foundation Worksheet. It is best used with the more advanced version, called the Colonial Williamsburg Money Worksheet. The Worksheet provides a basic outline of every aspect of financial management.
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The Worksheet begins with identifying all assets, including cash, savings, investments, homes, cars, boats, and real estate. It lists each asset by asset value. It also discusses possible retirement income options, such as Social Security and IRA contributions.
After reviewing these items, the Worksheet moves on to discussing stock market investment accounts. It describes how to set up an investment account, the legal disclaimers, such as “don’t hold myself out to be an accountant” and notes that the bank will not issue checks directly to anyone who is not a member of the Williamsburg Company. It describes how to balance the different accounts in the bank and discusses how to pay off debts.
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The Worksheet then addresses “deposits” and loans, which include the bank’s accounts at other banks and mortgage loans. It explains how to transfer balances between accounts. It also shows how to manage any overdrafts.
The Worksheet continues by discussing checking, savings, investments, real estate, vehicles, personal loans, and financial records, such as insurance policies. It includes items that might seem unimportant but are very important in the lives of the rich and famous. A sample worksheet lists ten types of funds used for any personal development, from sending an expensive piece of art to paying off a high interest debt.
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There is advice for every situation under the spotlight, even if it’s not applicable to every US citizen. For example, there is advice about how to pay taxes, make sure your home is protected from foreclosure, plan for a family vacation, and avoid bankruptcy. As you can see, the Colonial Williamsburg Foundation Worksheet can be especially helpful to a visitor with little experience managing money.
It’s best to keep the Worksheet handy when you go shopping for a book on personal finance or start learning about paying off debt. In addition, the Worksheet can be referenced as you learn about various forms of investment and investments in real estate. If you do not use it, it’s best to get it in advance so that you can refer to it if you need to.
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Answering your own questions and self-referrals can give you insight into how to handle an increasingly difficult life. Remember to use it when you feel that you might be facing financial problems and to save it to refer to if you ever need to refer to it again.
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