MONEY MANAGEMENT WORKBOOK
|
|
|
- Damian Smith
- 7 years ago
- Views:
Transcription
1 PERSONAL MONEY MANAGEMENT WORKBOOK George Beardmore (800) EXT. 702 Ryan Beardmore (800) EXT. 701 Financial Educators
2 Instructions For Filling Out Your Spending Packet Step One: Step Two: Step Three: Step Four: Step Five: Step Six: Step Seven: General Information. Tell us about yourself. How May We Help You? Write down what you want to achieve by speaking with the financial educator. Is there anything the educator should know about your financial situation? Net Worth Analysis. List what you own and what you owe. Your Monthly Expenses This information is necessary for us to assess your spending pattern. Your Periodic Expenses Note expenses which occur infrequently or change every month. Your Financial Obligations List your credit cards, car loans and other types of loans on this page. Make An Appointment Contact George or Ryan to schedule an appointment. Your completed packet is important in helping us identify solutions. Please don t hesitate to call if you have any questions about what information to include. 2
3 Family Data Date: Name: Spouse: Phone: Age: Age: Address: List and prioritize your financial goals for the next 1-2 years: NET INCOME (TAKE HOME) $
4 What You Own (Assets) Place current value in space provided Quick Assets Cash on hand: Savings Checking Money Market Mutual Funds Stocks Bonds Life Insurance (Cash Value) Restricted Assets Certificate of Deposit Maturity Date Retirement Accounts 401K IRA OTHER Current Value of Pension (if applicable) Stock Options Tax-Deferred Annuities Slow Assets Home Other Real Estate Business Equity Total Assets 4
5 What You Owe (Liabilities) Place the total balance owed in the space provided. Certificate of Deposit Credit Card Debts Home Mortgage Home Equity Loan Auto Loans Student Loans Other Loans Total Liabilities Total Assets Minus Total Liabilities - Net Worth 5
6 Basic Monthly Expenses EXPENSE DUE DATE PAYMENT EXPENSE DUE DATE PAYMENT HOUSING: PET CARE: Rent/Mortgage Food/Etc. Condo Fee/Dues Veterinarian Storage Fee DEPENDENT CARE: UTILITIES: Day Care/Sitter Electricity Diapers Gas or Oil Heat Alimony Water Child Support Sewer Allowance Garbage CONTRIBUTIONS: Telephone Club/Union Dues Long Distance Church/Synagogue Cellular/Pager Charity Internet PERSONAL: Cable Television Postage/Film TRANSPORTATION: Beauty/Barber Gasoline Toiletries/Cosmetics Bus Fare Cigarettes/Tobacco Parking/Tolls/Etc. Health Club FOOD: Newspaper Groceries Dry Cleaning Household Supplies ENTERTAINMENT: Lunches (work/school) Meals Out Snacks/Coffee Movies/Plays INSURANCE: Hobbies Auto Sports Life Video Rentals Health FEES: Other Checking HEALTH CARE: ATM Prescription Medicines SAVINGS: Doctor Savings Account Dentist IRA Contribution Counseling College Fund EDUCATION: MISCELLANEOUS: Tuition Books and Fees Room and Board TOTAL TOTAL
7 Periodic Expenses Expense Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Auto Insurance Auto Maintenance Gifts - Holiday, Birthdays Vacation Property Taxes Home Maintenance Tax Preparation Fees Taxes Due (Owe) Tuition/Books/Fees Special Entertaining Clothing Purchases Subscriptions TOTAL: GRAND TOTAL: DIVIDE BY 12 = $ MONTHLY AVERAGE 7
8 Outstanding Financial Obligations The following information must be complete and accurate. All debts must be listed, including those to friends and family. List debts in order of balances with the largest balances first. If additional space is needed, please use the reverse side. CREDITOR BALANCE MONTHLY INTEREST INTEREST DUE AMOUNT PAST PAYMENT RATE % PAID DATE DUE/REMARKS TOTALS 8
Personal Information - Client - Page 1. Employment. Education. Military Service. Children & Dependents
Personal Information - Client - Page Date Mr. Mrs. Ms. First Name M.I. Last Name Birth Date Age S.S. Number Street Address City/Town Home Phone Cell Phone State/Zip Fax Email Address Employment Occupation
IN THE SUPERIOR COURT FOR THE COUNTY OF STATE OF GEORGIA. case No. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT FOR THE COUNTY OF STATE OF GEORGIA Plaintiff v case No. Defendant DOMESTIC RELATIONS FINANCIAL AFFIDAVIT Section 1 Affiant's Name Spouse's Name Date of Marriage Age Age Date of Separation
Designing Your Budget
2 Designing Your Budget Budgeting is needed to get the most mileage out of your income. It is your road map for managing your money. Planning your spending is called Budgeting. Smart investing@your library
Effective Strategies for Personal Money Management
Effective Strategies for Personal Money Management The key to successful money management is developing and following a personal financial plan. Research has shown that people with a financial plan tend
Monthly Income Worksheet
Monthly Income Worksheet Figure Your Monthly Income Your weekly pay X 52 12 or Your twice-a-month pay X 2 Your Monthly Take-home Pay Figure Household Members Monthly Income Weekly pay X 52 12 or Twice-a-month
pages is accurate to the best of my knowledge and belief and sets out the financial situation as of (give date for which information is accurate)
ONTARIO Court File Number at (Name of Court) Court office address Form 13: Financial Statement (Support Claims) sworn/affirmed Applicant(s) Full legal name & address for service street & number, municipality,
BALANCED MONEY WORKBOOK
BALANCED MONEY WORKBOOK 2 Why live in balance? Welcome to the balanced money approach to budgeting! Balance is a concept we hear a lot about eat a balanced diet, keep balance between work and the rest
Tax Return Questionnaire - 2014 Tax Year
Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire
FULLER LANDAU LLP. Tax Return Questionnaire - 2014 Tax Year. Name and Address: Social Security Occupation Number:
FULLER LANDAU LLP Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return
Income Sources Recap Jot down your streams of income, even if it s just a trickle right now.
Income Sources Recap Jot down your streams of income, even if it s just a trickle right now. Money s fun. If you ve got some. You ve got money coming in from somewhere, right? Then write it down. This
PERSONAL FINANCIAL STATEMENT
PERSONAL FINANCIAL STATEMENT As of, 20 BUSINESS PLAN GUIDELINES Name: Residence Phone: Residence Address: City, State, Zip Code: Social Security Number: PERSONAL ASSETS PERSONAL LIABILITIES Cash in Bank
COMPARISON OF FIXED & VARIABLE RATES (25 YEARS) CHARTERED BANK ADMINISTERED INTEREST RATES - PRIME BUSINESS*
COMPARISON OF FIXED & VARIABLE RATES (25 YEARS) 2 Fixed Rates Variable Rates FIXED RATES OF THE PAST 25 YEARS AVERAGE RESIDENTIAL MORTGAGE LENDING RATE - 5 YEAR* (Per cent) Year Jan Feb Mar Apr May Jun
COMPARISON OF FIXED & VARIABLE RATES (25 YEARS) CHARTERED BANK ADMINISTERED INTEREST RATES - PRIME BUSINESS*
COMPARISON OF FIXED & VARIABLE RATES (25 YEARS) 2 Fixed Rates Variable Rates FIXED RATES OF THE PAST 25 YEARS AVERAGE RESIDENTIAL MORTGAGE LENDING RATE - 5 YEAR* (Per cent) Year Jan Feb Mar Apr May Jun
Financial Planning: Personal Guide & Checklist
Financial Planning: Personal Guide & Checklist Securities Priscilla Monteith, CPA, CGA, CFP Certified Financial Planner Monteith Financial Group Manulife Securities Incorporated Stephanie Piroli, BAccS,
INITIAL CLIENT QUESTIONNAIRE Financial. Name: SSN: DOB: Spouse: SSN: DOB: Address: City: State: Zip: Length of Residence:
FOR OFFICE USE ONLY Chapter 7 13 Individual Joint Attorney s Fee: Filing Fee: INITIAL CLIENT QUESTIONNAIRE Financial Date: Name: SSN: DOB: Spouse: SSN: DOB: Address: City: State: Zip: County: Length of
PERSONAL FINANCIAL ORGANIZER
PERSONAL FINANCIAL ORGANIZER SENIOR SOLUTIONS OF AMERICA, INC. www.todaysseniors.com COPYRIGHT 2007 SENIOR SOLUTIONS OF AMERICA, INC. ALL RIGHTS RESERVED. ORGANIZING YOUR PERSONAL FINANCES Are your financial
AT&T Global Network Client for Windows Product Support Matrix January 29, 2015
AT&T Global Network Client for Windows Product Support Matrix January 29, 2015 Product Support Matrix Following is the Product Support Matrix for the AT&T Global Network Client. See the AT&T Global Network
Focus on Your Net Worth
Purdue Extension CFS-727-3-W Focus on Your Net Worth Series Unit 3 Tool 1: Net Worth Statement In this workshop, you will learn three tools that will help you reach your financial goals. Net worth statement.
ONTARIO Court File Number. Form 13.1: Financial Statement (Property and Support Claims) sworn/affirmed. Applicant(s) Respondent(s)
ONTARIO Court File Number at (Name of court) Court office address Form 13.1: Financial Statement (Property and sworn/affirmed Applicant(s) Full legal name & address for service street & number, municipality,
Financial Goal Setting Worksheet
Financial Goal Setting Worksheet SMART goals are.. Specific states exactly what is to be achieved. Measurable the dollar amount needed is included in the goal. Attainable determine how a goal can be reached.
SAVING TO ACHIEVE YOUR GOALS
SAVING TO ACHIEVE YOUR GOALS Saving to Achieve Your Goals Table of Contents Saving Points to Ponder 1 Set Goals to Guide You 2 Budgeting Basics and Assumptions 4 Saving Begins with Budgeting 5 Annual Budget
PERSONAL FINANCIAL WORKSHEET
PERSONAL FINANCIAL WORKSHEET This is NOT the Personal Financial Statement required for DBE certification and cannot be substituted for the mandatory Personal Financial Statement. This document is intended
The cornerstone of retirement
Your Financial Action Plan for Retirement The cornerstone of retirement planning is financial planning. Planning allows you more satisfaction and security in retirement. Many people avoid thinking seriously
A financial statement captures a person s overall wealth at a specific point in time. In this lesson, students will:
PROJECT 3 CASH FLOW AND BALANCE SHEETS INSTRUCTOR OVERVIEW Financial statements are compilations of personal financial data that describe an individual s current financial condition. Financial statements
A financial statement captures a person s overall wealth at a specific point in time. In this lesson, students will:
PROJECT 3 CASH FLOW AND BALANC E SHEETS INSTRUCTOR OVERVIEW Financial statements are compilations of personal financial data that describe an individual s current financial condition. Financial statements
THE ABC S OF VEHICLE FINANCING CURRICULUM. Counting Your Money
Counting Your Money Section Objectives Counting your money and managing your money wisely is the most important part of your trip on the road to personal financial success. It is a critical step in achieving
Financial planning data and information requests
A Financial Planning Workbook for Clients Financial planning data and information requests MML Investors Services, LLC Name Name Advisor Date This workbook is designed to assist you with the gathering
Credit Explanation/ Hardship Letter, including documentation supporting why the delinquency occurred Copy of Deed to Property
Dear Homeowner, Thank you for selecting our agency, Housing Opportunities of Northern Delaware, Inc., to complete your Mortgage Foreclosure Prevention/Mortgage Default Counseling. It is imperative that
List any past due bills provide account balance and status, i.e., in collections, charged off, etc.
Dear Workshop Participant (s): Welcome to the Increasing Your Cash Flow workshop! I am looking forward to working with you as we explore ways to improve your current financial situation and secure your
Borrower Assistance Package
Borrower Assistance Package In order for us to properly evaluate your request for assistance with your mortgage loan or home equity loan, you must complete the enclosed forms and return it promptly to
Saving And Investing for Life. This publication is made possible by a grant from FINRA Investor Education Foundation.
Saving And Investing for Life This publication is made possible by a grant from FINRA Investor Education Foundation. Debt: How Much is Too Much? Are you carrying too much debt? Is it good debt or bad debt?
Business Plan Summary
Name of Business: Business Address: Business Telephone: ( ) Name of Business Owner: Address of Business Owner: Owner Telephone: ( ) Business Description: Nature of the Business: Briefly describe the type
A GUIDE TO PERSONAL BUDGETING
When it comes to improving your overall finances and economic wellbeing, there is nothing more important than knowing where your money is coming from and how you spend your income. The best way to attain
INSTRUCTIONS FOR COMPLETION OF FINANCIAL DECLARATION FOR MURPHY LAW FIRM
INSTRUCTIONS FOR COMPLETION OF FINANCIAL DECLARATION FOR MURPHY LAW FIRM GENERAL INFORMATION. You only need to complete your side of the Financial Declaration (for example, if you are the Mother, you will
{REMOVE THIS 1 page cover memo before sending to applicant/rp} DIVISION OF WASTE MANAGEMENT & DISTRICT PERSONNEL
MEMORANDUM {REMOVE THIS 1 page cover memo before sending to applicant/rp} TO: FROM: SUBJECT: DIVISION OF WASTE MANAGEMENT & DISTRICT PERSONNEL OFFICE OF GENERAL COUNSEL / OFFICE OF INSPECTOR GENERAL FINANCIAL
Budgeting Made Easy Simple Step-by-Step Instructions to Help You Build an Accurate Household Budget
Budgeting Made Easy Simple Step-by-Step Instructions to Help You Build an Accurate Household Budget Why Budget? Staying in control of your finances is tough, but it s even harder when you try to keep everything
$ Set Up a Spending Plan $
$ Set Up a Spending Plan $ Setting up a spending plan includes: Figuring out your average monthly income Identifying financial goals Keeping track of your average monthly living expenses Figure out your
FAST Financial Aid for School Tuition Following is the list of questions asked by the FAST program.
FAST Financial Aid for School Tuition Following is the list of questions asked by the FAST program. Applicant Information This information needs to be completed for each student applying for aid. 101 Name
ONTARIO Court File Number. Form 13: Financial Statement (Support Claims) sworn/affirmed. Applicant(s) Respondent(s)
ONTARIO Court File Number at (Name of Court) Court office address Form 13: Financial Statement (Support Claims) sworn/affirmed Applicant(s) Full legal name & address for service street & number, municipality,
Lifetime Income Financial Evaluation
Lifetime Income Financial Evaluation Client Name We will hold in the strictest confidence the information collected and entered in this document, other documents, and computerized software programs. We
PREPARING YOUR PERSONAL/FINANCIAL INFORMATION BINDER
PREPARING YOUR PERSONAL/FINANCIAL INFORMATION BINDER Imagine waking up in the middle of the night only to find your house on fire. Besides the kids, what would you grab? Hundreds of thoughts cross your
Money Management Planner
Money Management Planner The Money Management Planner is a guide to help you take control of your finances. It will help you determine your net worth, set goals, monitor your cash flow and track expenses.
Completing the Personal Budget: Guidelines & Explanation
Preparing a Weekly or Monthly Budget These blank Budget forms are for your own personal use. They are designed to help you calculate the monthly expenditure costs of most items in your budget. You will
Tax Return Questionnaire - 2013 Tax Year
Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire
3. If you received any interest from a "Seller Financed" mortgage, provide: Name and Address of Payer Social Security Number Amount
Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire
Basics of Budgeting. Ten Steps To Create A Budget. Reviewing:
Basics of Budgeting Reviewing: Ten Steps to creating a budget How to find where your money is going Tips to stay on course Budget format included Ten Steps To Create A Budget Basics of Budgeting A budget
Name: Address: Email Address: Best time to contact:
Vehicle Application ALL SECTIONS (INCLUDING THE ATTACHED BUDGET FORM) MUST BE COMPLETED FOR YOUR APPLICATION TO BE REVIEWED CONTACT INFORMATION Name: Address: City: State: Zip: County/Township: Day Phone:
PERSONAL WEALTH DEVELOPMENT QUESTIONNAIRE
PERSONAL WEALTH DEVELOPMENT QUESTIONNAIRE Canby Financial Advisors, LLC 161 Worcester Road, Suite 408 Framingham, MA 01701 Phone 508-598-1082 Fax 508-598-1087 www.canbyfinancial.com Securities and some
EDUCATIONAL BENEFITS GROUP Providing solutions to make college an affordable reality. Cash Flow Planning for College & Retirement
EDUCATIONAL BENEFITS GROUP Providing solutions to make college an affordable reality Cash Flow Planning for College & Retirement Table of Contents Cash Flow Planning for College & Retirement Introduction
Tax Preparation Checklist
Tax Preparation Checklist Being prepared for tax season could expedite your return and reduce your taxes. We have prepared a list of common items that are present with most returns. Taxpayer Checklist
Will you have enough income in retirement?
INCOME PLANNING WORKSHEET Will you have enough income in retirement? This worksheet has been designed to help you get a rough idea of how your income will compare with expenses in retirement, including
STEP 1: DOCUMENT COLLECTION
STEP 1: DOCUMENT COLLECTION Because your filing will require many details and documents and because the court is both picky and strict about information, documents are needed from you. Income Tax Returns
Date of Interview: NAME DURATION REASON FOR LEAVING. Marital status: Single Married Separated Divorced Widowed Common Law
Date of Interview: CRAWFORD SMITH & SWALLOW INC. Page 1 531 LAKE STREET, ST. CATHARINES, ONTARIO L2N 4H6 Tel: (905) 937-2100 Fax: (905) 937-7363 Website: www.crawfordss.com Email: css@crawfordss.com APPLICATION
HOME OWNER INFORMATION WORKSHEET
HOME OWNER INFORMATION WORKSHEET Homeowner (A) Homeowner (B) Homeowner (A) Street Address City State Zip Code Homeowner (B) Street Address City State Zip Code Property Address (if different) City State
TAX ACCOUNTING AUDITING PLANNING
Blue Bear Tax Solutions TAX ACCOUNTING AUDITING PLANNING Tax Planning Guide for 2015 1 Please take some time to fill out this form, and bring it with you when you come to the office.* This will save you
Personal Loan Guidelines
Personal Loan Guidelines Loan applicants must live in Northeast Ohio and have an income, the ability to repay the loan and the inability to obtain the money from a conventional lender. The maximum loan
1040 US Tax Organizer
1040 US Please enter all pertinent information. If you have attached a government form for an item, check the box and do not enter a amount. WAGES, SALARIES AND TIPS Employer name: Amount 2011 Amount Attach
Employer: Employer telephone: Employer Address:
NORTH CAROLINA COUNTY OF WAKE IN THE GENERAL COURT OF JUSTICE DISTRICT COURT DIVISION FILE NO. Assigned Judge: Plaintiff, v. Defendant. FINANCIAL AFFIDAVIT* OF PLAINTIFF DEFENDANT Date Completed: Employer:
INSERT SECTION DAILY EXPENDITURES TRACKING SHEETS EXPENSE WORKSHEET INCOME WORKSHEET
INSERT SECTION DAILY EXPENDITURES TRACKING SHEETS EXPENSE WORKSHEET INCOME WORKSHEET U N D E R S T A N D I N G M O N E Y A N D C R E D I T R E F E R E N C E G U I D E 17 Record Of Daily Expenditures MONTH
300-309 McDermot Avenue Winnipeg, Manitoba R3A 1T3 Telephone: (204)942-0300 Fax: (204)957-5611 Website: www.lazergrant.ca
**PLEASE COMPLETE IN INK** 300-309 McDermot Avenue Winnipeg, Manitoba R3A 1T3 Telephone: (204)942-0300 Fax: (204)957-5611 Website: www.lazergrant.ca Application for: Proposal By: Self I/We consent to receiving
PROBATE ADMINISTRATION FORM
4045 SMITHTOWN ROAD, SUITE K SUWANEE, GEORGIA 30024 RICHARD S. BRYSON, ESQ. Attorney at Law Member, National Academy of Elder Law Attorneys TEL: (404) 909-8842 FAX: (404) 591-7921 richard@brysonlawfirmpc.com
AFFIDAVIT IN SUPPORT OF APPLICATION FOR SETTLEMENT
Financial Service Commission of Ontario Commission des services financiers de l'ontario AFFIDAVIT IN SUPPORT OF APPLICATION FOR SETTLEMENT THE MOTOR VEHICLE ACCIDENT CLAIMS ACT R.S.O. 1990, CHAPTER M.41,
STATE OF VERMONT. Defendant Name V. FINANCIAL AFFIDAVIT (813A) Other: Street Address (if different from Street Address)
STATE OF VERMONT SUPERIOR COURT Unit Plaintiff Name DOB FAMILY DIVISION Docket No. Defendant Name DOB V. FINANCIAL AFFIDAVIT (813A) I am: Plaintiff Defendant Other: Name Street Address (if different from
Tax Preparation by Robin G Wixom, LLC
Tax Preparation by Robin G Wixom, LLC 2015 TAX ORGANIZER Please fill out the following questionnaire and gather the applicable documents. If you choose to send the documents via e-mail, please encrypt
"People don't plan to fail, they fail to plan." Anonymous
Cash Flow Planning "People don't plan to fail, they fail to plan." Anonymous Cash Flow Planning Money is. You must do a written plan monthly. Bounced checks are a sign of crisis living and sloppy, lazy
Your Retirement Lifestyle Workbook
Your Retirement Lifestyle Workbook Purpose of This Workbook This workbook is designed to help you collect and organize the information needed to develop your Retirement Lifestyle Plan, and will include
Preparing Family Net Worth and Income Statements
Family and Consumer Sciences FSFCS49 Preparing Family Net Worth and Income Statements Laura Connerly Instructor - Family Resource Management Arkansas Is Our Campus Visit our web site at: http://www.uaex.edu
1420 n. CLAREMONT BLVD., SUITE 101-B TEL (909) 398-4737 CLAREMONT, CALIFORNIA 91711 FAX (909) 398-4733
1420 n. CLAREMONT BLVD., SUITE 101-B TEL (909) 398-4737 CLAREMONT, CALIFORNIA 91711 FAX (909) 398-4733 www.nicholscpas.com Email: info@nicholscpas.com January 12, 2015 RE: 2014 Tax Returns It is hard to
Financial Statement Consolidation
Financial Statement Consolidation We will consolidate the previously completed worksheets in this financial plan. In order to complete this section of the plan, you must have already completed all of the
Analysis One Code Desc. Transaction Amount. Fiscal Period
Analysis One Code Desc Transaction Amount Fiscal Period 57.63 Oct-12 12.13 Oct-12-38.90 Oct-12-773.00 Oct-12-800.00 Oct-12-187.00 Oct-12-82.00 Oct-12-82.00 Oct-12-110.00 Oct-12-1115.25 Oct-12-71.00 Oct-12-41.00
Minnesota Marriage Background Check - Birthdate Phone Number
RYAN & GRINDE, LTD. A T T O R N E Y S A T L A W James P. Ryan, Jr. 407 14 th Street NW (507) 282-8118 Paul H. Grinde Post Office Box 6667 (507) 282-2275 FAX Kristine L. Dicke Rochester, Minnesota 55903-6667
Case 2:08-cv-02463-ABC-E Document 1-4 Filed 04/15/2008 Page 1 of 138. Exhibit 8
Case 2:08-cv-02463-ABC-E Document 1-4 Filed 04/15/2008 Page 1 of 138 Exhibit 8 Case 2:08-cv-02463-ABC-E Document 1-4 Filed 04/15/2008 Page 2 of 138 Domain Name: CELLULARVERISON.COM Updated Date: 12-dec-2007
Money Management How to Get Out of Debt
FCS5-104 Money Management How to Get Out of Debt Individuals and families turn to credit as an extra source of income. People use credit because it is easily available. As the debts pile up, families who
Financial Planning Worksheet
Financial Planning Worksheet Date SSN Rate Name Age Pay Grade Yrs. in Svc. Date Reported/PRD (Transfer) Marital Status Spouse s Name Age Spouse s Place of Employment Number of Children and Ages Home Address
UC BERKELEY 2014 BIWEEKLY PAY PLANNER
UC BERKELEY Biweekly Pay Planner Directions Use the attached Income/Expense list to aid in your review of your personal budget. Post your monthly expenses/bill payments (Example: PG&E, cable, rent/mortgage)
Retirement Income Planning Worksheet
Retirement Income Planning Worksheet Build a comprehensive plan A straightforward resource to help gather the data you need Use this simple worksheet to get started on your retirement income plan Your
Important Information
W223 Important Information The Household Date Prepared Taking time to organize your important papers and records may be the best investment you ever made. Completing the document will: ¾ Help you organize
Creating Your Budget. Budgeting. How to Determine Income & Expenses. w w w. qcholdings. com
Budgeting 101 Budgeting 101 Budgeting Budgeting 101 Budgeting 101 Budgeting Budgeting 101 Budgeting Budgeting 101 Budgeting 101 Budgeting Creating Your Budget How to Determine Income & Expenses Committed
Income Tax Organizer
Income Tax Organizer This organizer will help you organize your tax information (and make sure that you don't miss important deductions). We hope you find it useful and informative! (This form was prepared
Monthly Budget Worksheet Current
Monthly Budget Worksheet Current Current Review current pay stubs, checkbooks, credit card and bank statements, and write down how much is made and how much is spent currently each week, month and/or year.
FIRST COMMAND FINANCIAL BEHAVIORS INDEX
FIRST COMMAND FINANCIAL BEHAVIORS INDEX Third Quarter 2015 FIRST COMMAND FINANCIAL SERVICES, INC. with SENTIENT DECISION SCIENCE, INC WWW.SENTIENTDECISIONSCIENCE.COM POSITIVE TRENDING ON THE FINANCIAL
Personal Financial Planning Questionnaire
Part I: Personal and Family Information 1. Your General Information Your Full Name Your Date of Birth Your Place of Birth Your State of Residency s Full Name s Date of Birth s Place of Birth s State of
Managing Your Money: A Family Plan
Managing Your Money: A Family Plan Managing Your Money: A Family Plan Everyone wants enough money to live on. Many people feel they need more. Use money to help get what you want by the following: making
Page 1 OLSON CPAs, PLLC CERTIFIED PUBLIC ACCOUNTANTS 2015 INCOME TAX ORGANIZER ********************************************************
Page 1 OLSON CPAs, PLLC CERTIFIED PUBLIC ACCOUNTANTS 2015 INCOME TAX ORGANIZER ******************************************************** Client Name: E-mail: Telephone: Day Evening NOTES: If we DID NOT
GAMBLERS ANONYMOUS PRESSURE RELIEF GROUP MEETING PAMPHLET AND FINANCIAL FORMS
GAMBLERS ANONYMOUS PRESSURE RELEF GROUP MEETNG PAMPHLET AND FNANCAL FORMS TO THE GAMBLERS ANONYMOUS GROUP When a member attends hislher first meeting, it is important that a Pressure Relief meeting is
2014 1040 Questionnaire
2014 1040 Questionnaire Please check the appropriate box. Any YES answers require you to attach details and/or documentation! Personal Information YES NO Did your marital status change during the year?...
Financial Planning Questionnaire
Please fill out this questionnaire as accurately and completely as possible. In some cases, a statement from your bank, broker/custodian, mutual fund company, etc. will suffice. Complete only those sections
Net Worth Calculation Worksheet
Net Worth Calculation Worksheet A form to help you assess your loved one s financial situation. Name: Date: A. ASSETS List everything your loved one owns that has cash value. 1. Liquid Assets a. Checking
Social Security Number: Occupation: Email Address: Current Address (if not listed on W2 form or 1099 Taxpayer Name: Spouse Name: form):
For New Clients only - please submit with your forms and documentations TAX RETURN QUESTIONNAIRE - TAX YEAR 2014 Current Address (if not listed on W2 form or 1099 Taxpayer Name: Spouse Name: form): Phone
CLIENT INFORMATION OFFICE USE ONLY. TODAY'S DATE: Name: Any other names you may be known by: INFORMATION ABOUT YOU: SS#
CLIENT INFORMATION INFORMATION ABOUT YOU: TODAY'S DATE: Name: Any other names you may be known by: SS# Date of Birth Physical Address Mailing (if different) City State Phone #s Hm Cell Wk E-mail address
Total Monthly Income $ Miscellaneous Income Royalties, Trusts, and Other Investments $ Contributions from Others $ Dependent Children s monthly gross
District Court Denver Juvenile Court County, Colorado Court Address: In re: The Marriage of: The Civil Union of: Parental Responsibilities concerning: Petitioner: and Co-Petitioner/Respondent: Attorney
Getting Organized. The purpose of this chapter is to discuss what needs to be done soon, but not necessarily immediately after a death.
Getting Organized The purpose of this chapter is to discuss what needs to be done soon, but not necessarily immediately after a death. Going Into the Home A distinction should be made between things a
Complimentary Financial Planner
Complimentary Financial Planner Creating Wealth Since 1922 PERSONAL INFORMATION Name Social Security Number Date of Birth Home Street Address You Your Spouse City, State, Zip Home Telephone Marital Status
BORROWER'S FINANCIAL STATEMENT Servicer Loan number Property Address: Is your home for sale? Yes No Agent's Name/Company Agent's Phone ( )
BORROWER'S FINANCIAL STATEMENT Servicer Loan number Property Address: Is your home for sale? Yes No Agent's Name/Company Agent's Phone ( ) Borrower Name Social Security Number Mailing Address (#, Street,
Name (Partner A): Name (Partner B): Address: Phone number:
Suze Orman - The Ultimate Protection Portfolio What Your Financial Advisor Must Ask You or You Must Ask if the Advisor is You 2003 Suze Orman Revocable Trust Name (Partner A): Name (Partner B): Address:
POSSIBLE MEDIATION TOPICS (Children of Marriage)
POSSIBLE MEDIATION TOPICS (Children of Marriage) I. Parenting Plan A. Decision-Making 1. Responsibility for Making Major Upbringing Decisions a) Religious/Spiritual b) Health/Medical c) Educational (public
Tax Return Questionnaire - 2015 Tax Year
SPECTRUM Spectrum Financial Resources LLP FINANCIAL 15021 Ventura Boulevard #341 310.963.4322 T RESOURCES Sherman Oaks, CA 91403 303.942.4322 F www.spectrum-cpa.com Tax Return Questionnaire - 2015 Tax
Your Retirement Lifestyle Workbook
Your Retirement Lifestyle Workbook Purpose of This Workbook This workbook is designed to help you collect and organize the information needed to develop your Retirement Lifestyle Plan, and will include
For all types of cases, please complete Part I, attach necessary documents, and have your signature notarized on page 2.
NORTH CAROLINA 14 TH JUDICIAL DISTRICT DURHAM COUNTY, Plaintiff -v-, Defendant IN THE GENERAL COURT OF JUSTICE DISTRICT COURT DIVISION -CVD- FINANCIAL AFFIDAVIT FOR: Plaintiff Defendant TYPE OF SUPPORT