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You've just made an investment in yourself that will pay for years to come.
Enjoy your Pre-Retirement Planning and
happy budgeting!


First Step
Download your Workbook and make sure to save it on your computer to be able to fill out the forms.

Second Step
Download your Monthly Budget and make sure to save it on your computer. Open "File" at the top left choose "Make a copy" and rename it at the top.
Remember that the Budget is a Google spreadsheet and is not compatible with Excel. You will need a free Gmail account, to access Google Sheets.

Third Step
Start by reading the Workbook. After you complete the section "Create Your Pre-Retirement Budget" your will have all the information to start working on your budget.
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Disclaimer: This Workbook and Spreadsheet is for informational use only. We cannot give any financial, tax or legal advice. Please do your own research and if needed contact a licensed financial advisor before making any financial decisions. Under no circumstances can we be held responsible for any costs, loss, damage or injuries (may it be direct or including without limitation indirect loss or damage) that result from the use of this spreadsheet. That is it! Enjoy your Pre-Retirement Planning and happy budgeting!
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