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Your Personal Money Diary Lite

Money Diary Lite

A big part of retirement income planning is understanding your expenses and planning your future income budget. This is why Crystal Oculee created Your Personal Money Diary — to help women just like you to manage your money and bills.

Use this tool to track your expenses, debt, and even your income. It will allow you to break down what you spend versus what you make and truly understand where your money is going. If you would like to purchase the full version of the book, it is available on Amazon.

Family Emergency Diary Lite

Family Emergency Diary LiteThe Family Emergency Diary is designed to assist you in keeping all of your key contacts and important documents listed in one place. Whether you have an emergency or if it’s tax season, you will be able to quickly locate the information you need.

The diary will also guide your loved ones when they have to find your financial and insurance documents, giving you and your family peace of mind and relieve some of their stress during a difficult time.

The Consumer’s Guide to Long-Term Care

Long-Term CareProtect yourself from incredibly high nurse caregiver costs! The Consumer’s Guide to Long-Term Care was developed for people concerned about how to plan, provide, and pay for long-term care for themselves, a spouse, parent, or loved one.

Your decisions and those of your family members, about what type of retirement you want or where you will live when you’re older, depend on your individual values, desires, and financial circumstances. The best long-term care option for you may be different from the one chose by another family member or friend.

Life Insurance Basics

Life Insurance BasicsProtect your children, spouse, or anyone you care about! One of the most common reasons for needing life insurance is to replace the loss of income. Your family may be left with limited resources. Proceeds from a life insurance policy make cash available to support your family almost immediately.

Life insurance is also commonly used to create an estate for your heirs, pay for final expenses, estate taxes, and any debts that you may leave behind such as paying off mortgages, car loans, and credit card debts, leaving other remaining assets intact for your family.