Bonnie Balanced Bonnie
Balanced Bonnie
Occupation: Retired Nurse
Hobbies: Crossword puzzles, "Zumba Gold"
Motto: 'Moderation is key!'

Part I


Financial Strategy: Bonnie is aware of her finances and buys things she needs before the things she wants. If she wants to make a big purchase, she saves as much as she can until she meets her goal.

It is also important to Bonnie that she have the means to visit grandchildren and mark birthdays, graduations and other special events with gifts. She keeps a separate savings account just for this reason and always deposits a portion - no matter how small - from her monthly check.

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