The Companion Workbook Pack
$6.99
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The Companion Workbook Pack
$6.99
Written to go with How to Invest $50–$5,000. The book tells you what to do; this pack makes you decide it, with your own numbers in it. Four printable PDFs, 67 pages.
- The Companion Workbook (12pp): six parts that turn the book into decisions, from the two gates before you invest anything to a one-page investment policy you sign
- Free with it: the 12-Month Contribution Tracker (17pp): a page per month, a year-at-a-glance summary and a year-end review
- Free with it: the Brokerage Comparison Sheet (10pp): the cost lines that decide what a broker really charges, current IRS contribution limits, what SIPC does and doesn't cover, and a grid you fill in yourself
- Free with it: the Jargon Decoder (28pp): 152 terms in plain English, ordered by when you'll actually meet them
Instant digital download, emailed after checkout. Nothing ships. Designed to be printed on US Letter or filled in on screen.
Educational material only. Not financial advice. We are not affiliated with, and receive no commission from, any brokerage.