We know life can feel a little crazy right now. Getting to all the tasks you need to do — or even knowing all the tasks you need to do — can seem overwhelming. We want to help with that! We have some checklists for various topics that are top-of-mind right now. And remember, you can always talk to a Money Coach about your specific situation.
With these lists, you can take things one step at a time, stay on track, watch your progress as you check off relevant items, and feel organized.
What emergency relief options should I consider during the coronavirus pandemic?
There are plenty of questions, right now, regarding COVID-19 and how it’s affecting income across the country and the world. This handout asks relevant questions and provides answers regarding how the CARES Act and the Family First Coronavirus Response Act may be able to help you.
What issues should I consider if I lose my job?
Whether you have already experienced a job loss in your household or you expect one in the near future, you can find some useful action steps in this checklist. Get answers and next steps regarding questions like the following:
What issues should I consider during a recession or market correction?
In this handout, we list some easy yes-or-no questions regarding your finances, as well as action steps you can take depending on how you answer those questions. It will walk you through topics like cash flow, debt, taxes, and long-term planning. Here are a few examples:
These checklists are a great starting point for getting organized and feeling confident about your finances during this season. As you carry out the steps provided, you can get additional guidance and support from a Money Coach. Call today.
Government Assistance See Benefits.gov for the Coronavirus resources help center and up-to-date information on any programs you may be eligible for: https://www.benefits.gov/help/faq/Coronavirus-resources. To receive unemployment insurance benefits, you must file a claim with the unemployment insurance program in the state where you last worked. Depending on the state, claims may be filed in person, by […]
Take steps to protect your finances. As we all go through these difficult times nationwide and around the world, we must stay positive and look for ways to be proactive with our finances. Consider taking the time to review your situation and create a plan. Here are a few ways that you can better protect […]
Just when you thought things couldn’t get any worse… along comes a band of bad people taking advantage of the pandemic and unemployment: scammers! Conditions beyond your control have opened you up to scammers. These people are out to hoodwink you into sharing your personal or financial information; that means your identity or getting you […]
Although the holidays are a joyous time to celebrate our family and friends, they also can place a strain on our finances. Even if your household has not felt the financial impact of the COVID-19 pandemic, be sensitive to what other family members or friends might be experiencing. They may be relieved by your suggestion […]