The FA Movement

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The Movement in United States of America

Key Documents

1.The Improving Financial Awareness & Financial Literacy Movement Report & Magazine ™

The Magazine provides a sampling of the community participation, including supporting proclamations from more than 20 US state governors, leading financial service, planned giving, and nonprofit associations and their professionals, a comprehensive collection of reports including how financially literate each state and country is, and what they are doing and so much more.

Date Written 2022

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2. Join the Movement

Overview of The Movement in USA, and a collection of downloads and fun and easy things to do to support and participate in The Movement.

Date Written 2022

For Financial Service Professionals

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For The Public

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3. Ghana Action Plan – see what Ghana’s doing

Action Plan for Ghana Stakeholders and Supporters

Date Written 2022

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Lead Ambassadors

Valentino Sabuco

Executive Director / CEO / Chairman

The Financial Awareness Foundation

v.sabuco@TheFinancialAwarenessFoundation.org

Office 707.586.8620  |  Direct 707.322.1597  

Skype User Name:  Valentino-TFAF

WhatsAPP – +1 707 322 1597

www.TheFinancialAwarenessFoundation.org

Learn More

We believe having better personal finance knowledge changes your world and the world around you… FOREVER!

Marie Burns, CFP®

TFAF Board of Director Member

Certified Financial Planner (CFP®), Financial Advocate

Principal

Mind Money Motion

Learn More

Gallery

Some Questions to Ponder

Welcome to your Some Questions to Ponder

Name Email Phone Number
1. 
. PAPERWORK In an emergency, could someone in your family quickly find your important papers— birth certificate, bank account records, health care directive, insurance policies, credit card records, will, etc.?

2. 
NET WORTH Do you know your current net worth and how you hold title to your various assets?

3. 
CASH FLOW MANAGEMENT Do you have enough cash available (in bank accounts or easily cashed securities) to cover yourself and your family for at least six months of no work?

4. 
BUDGET Do you and your family have a useful, written monthly budget?

5. 
EXPENSES Do you think you’ll be able to pay ‘all your bills’ on time every month for the next 12 months without a paycheck?

6. 
EMPLOYMENT BENEFITS Do you understand and, if appropriate, utilize all your employment benefits to your advantage?

7. 
GOALS Do you know what’s really important to you; and have you written your personal and financial goals for yourself and your family?

8. 
FINANCIAL INDEPENDENCE/RETIREMENT Do you know when you expect to be able to retire / become financially independent?

9. 
FINANCIAL INDEPENDENCE/RETIREMENT Do you know how much income & assets you will need to enjoy your retirement years; to live a quality life, including any special gifts or bequests to family, friends and nonprofits?

10. 
FINANCIAL INDEPENDENCE/RETIREMENT Have you calculated the amount of money required to reach your financial goals?

11. 
MAJOR EXPENDITURES - Have you thought about and made a list of major expenditures you can expect over the next five years and where the money will come from to pay for them?

12. 
INVESTMENTS - Do you think your current investment plan(s) will meet your retirement needs?

13. 
TAX DEFERRAL Do you think you are making the best use of tax-deferred investment plans for retirement?

14. 
TAXES Do you know the income tax rates on your last earned dollar?

15. 
INSURANCE / RISK MANAGEMENT Do you think you have the right amount of insurance— life, health, disability, long-term-care, auto, home/renter’s, fire/flood/earthquake, liability, etc.—not too little, but not too much?

16. 
ESTATE & GIFT PLANS Do you and your family have current wills?

17. 
POWER OF ATTORNEY Do you and your family have a current Power of Attorney?

18. 
ADVANCE HEALTH CARE DIRECTIVE Do you and your family have a current Advance Health Care Directive?

19. 
CHARITABLE GIVING Are your favorite causes or nonprofits included within your estate & gift plans for a bequest, planned gift, or as a primary or alternate beneficiary for life insurance or retirement plans?

20. 
TRUSTS Do you know the advantages and disadvantages of using trusts?

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