Savings Fitness Worksheets - Privacy Disclaimer
Savings Fitness: A Guide to Your Money and Your Financial Future shows you how to manage your money so you can afford today’s needs and also save for tomorrow’s goals, including retirement. The six worksheets will help you identify short and long term goals, organize financial documents, calculate your net worth, determine a target retirement saving rate, build a budget, and manage debt.
The information you enter will be saved for this session only. However, as a convenience, this website provides users the option of creating an account with which the user can save data entered on the worksheets. If you create an account, you can return and view your saved information. For privacy and the protection of your entries, you must provide a username and password to establish secure access to your account information. For additional privacy, choose a username and password that is not personally identifiable. Note that you need to write down your username and password, as neither you nor the Department of Labor will be able to retrieve them. The Department of Labor cannot link a username to an individual and cannot access an individual's data.
If you register, the numbers that you enter on the worksheets will be saved when you click on the Save button. Then when you return, just sign-in with your username and password and you will see the information that you previously filled in on the worksheets. You can delete your data at any time.
If you do not register, your data will not be saved beyond the current session. You can, of course, re-enter information when you return.
Remember, these worksheets will give you estimates, not guaranteed numbers. Completing the worksheets can be a useful starting point that will help you take charge of your financial future.