Archives

Cash Envelope Budgeting System: A Simple, Tangible Way to Manage Your Money

November 30, 2024 by Ashley Zhinin.
This resource offers a practical guide to using a cash-based system to manage personal finances. It outlines how patients can use physical envelopes for different spending categories, helping them stay mindful of their budget without relying on digital tools. This method is ideal for individuals who benefit from a tangible, visual approach to money management. Share this resource with your patients to support their financial independence and encourage responsible spending habits.
This content is only available to members.

Tax Filing Preparation Checklist (United States)

November 30, 2024 by Ashley Zhinin.
Help your patients stay organized this tax season with a simple, easy-to-follow checklist designed to reduce the stress of gathering necessary documents. This resource provides a step-by-step guide to ensure patients have everything they need to file their taxes, whether they plan to do it themselves or pass the information along to a CPA. Share this tool with your patients to support them in managing the often-overwhelming task of tax preparation.
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Minimum Wage Activity

June 1, 2023 by Ashley Zhinin.
This activity addresses money management and reasoning skills with an emphasis on real-world challenges.
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Birthday Shopping on a Budget

December 21, 2021 by Megan Berg.
During this cognitive task, the patient will read a birthday gift scenario and select various items to meet the set budget. This task will target attention to detail, planning, decision making, and financial planning.
This content is only available to members.