Your Monthly Income. Consumer Credit Counseling Basic Budgeting Forms. Monthly Income Source
|
|
|
- Prudence Elliott
- 7 years ago
- Views:
Transcription
1 Your Income Income Source Income Required Planned Net Income Head of Household net income (income less taxes, etc) Household Second net Income (income less taxes, etc) Third household net income Child Support Received Spousal Support Received Military Retirement Other Retirement Income Social Security Received (net) Other Income (List Source) Total Take- Home Income
2 Fixed Expenses Fixed Expenses Plan Mortgage #1 Mortgage #2 Home Equity Loan Auto Loan/lease #1 Auto Loan/lease #2 Recreational Vehicle Loan Student Loan (s) Rent Homeowner Association Dues Electricity Oil & Gas Heat Water Garbage Collection Sewer Phone (land line) Cell Phones, Pagers, etc Cable/TIVO/Satellite Internet Access Car Insurance Health Insurance Long-Term Care Insurance Child Support Alimony Medical/Dental Payments Retirement Savings Emergency Fund Savings Total Fixed Expenses
3 Calculating Savings for Periodic Expenses Savings for Periodic Expenses Property Taxes (if not calculated in your mortgage) School Taxes ( if not calculated in your mortgage) State & Local Taxes( if not deducted from your paycheck) Quarterly Income Taxes Insurance (if not paid monthly) Car/Boat Registration/License Car Maintenance Home Repair Water (if not monthly) Sewer (if not monthly) Garbage (if not monthly) Medical (not regular) Dental (not regular) Veterinarian Gifts Vacation/Travel Tuition & School Costs Memberships Charitable Donations Total Annual Amount Amount Saved (annual/12) Plan Total Periodic Expenses
4 Variable Expenses Variable Expenses Plan Card #1 Card #2 Card #3 Card #4 Card #5 Store Cards(s) (Total) Gas Card Other Lines of Credit: Groceries Eating Out -Restaurants/Fast Food School lunches Gasoline & Parking Public Transportation - Bus, Taxi Health Club Memberships Drive Through Coffee/Snack Laundry/Dry Cleaning Household Items (non-food) Pet Care & Supplies Baby Items Children's Allowances Hair Cuts/Grooming/ Nails Cosmetics Clothes Entertainment: Movie Movie/Game Rental Cable On-Demand Movies Sports Events: Games, Races Concerts Play/Dinner Theater Symphony Day Trips
5 Variable Expenses (cont.) Plan Music CD's (ITunes) Club Dues Baby Sitter/Day Care Lessons: Music,/Sports/Tutoring Field Trips ATM Fees Computer/Online Expenses Donations/Tithe Lawn Service Occupational Licenses/Fees Emergency Savings Tobacco/Alcohol Magazine Subscriptions Misc. Money Postage Total Variable Expenses
6 Putting it All Together a. Total Take- Home Income (sheet one) b. Total Fixed Expenses (sheet two) c. Subtract b from a d. Total Periodic Expenses (sheet three) e. Subtract d from c f. Total Variable Expenses (sheet four) g. Subtract f from e h. Total Take- Home Income Required Planned ($) The amount on line h is your Surplus if the number is positive. If it is, you can contribute more to your saving plan or make larger payments on your high interest credit cards. If the number is negative (-) you need to get back to your expenses and trim some more from the expense side, or find another source of income.
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
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
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
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
James J. Kenny INSTRUCTIONS FOR COMPLETING MONTHLY EXPENSE BREAKDOWN
James J. Kenny INSTRUCTIONS FOR COMPLETING MONTHLY EXPENSE BREAKDOWN 1. The attached form is designed to aid you in the important task of accurately itemizing your monthly expenses, so that we know what
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
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
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.
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
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
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
GENERAL INSTRUCTIONS FOR COMPLETING NRCP 16.2 FINANCIAL DISCLOSURE FORM (Remove These Instructions Before Filing Form)
GENERAL INSTRUCTIONS FOR COMPLETING NRCP 16.2 FINANCIAL DISCLOSURE FORM (Remove These Instructions Before Filing Form) 1. Nevada Rule of Civil Procedure 16.2 requires that this Financial Disclosure Form
Your Financial Action Plan 1
FCS5204 1 Adapted by Josephine Turner and Michael Gutter 2 Overview Families today are faced with a financial puzzle. In addition to stretching their income from one paycheck to the next, they face the
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,
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
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
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,
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:
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
CCCS offers this counseling session face-to-face or by phone; information may also be submitted via Internet:
Springfield Glenstone: (417) 889-7474 Fax: (417) 881-7713 Joplin: (417) 782-6830 West Plains: (417) 256-4082 Pre-Bankruptcy Filing Counseling Client#: (office use only) The Bankruptcy Reform Act, S.256
$ 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
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
Pre-Bankruptcy Filing Certification Credit Counseling DISCLOSURE AGREEMENT
Pre-Bankruptcy Filing Certification Credit Counseling DISCLOSURE AGREEMENT Thank you for contacting Comprehensive Credit Counseling of Rural Services of Indiana, Inc. for you Pre- Bankruptcy Filing Certification.
COLLEGE BUDGET WORKSHEET
23359_ch01.qxd 7/15/04 9:00 AM Page 29 Principle One: College is worth the cost 29 COLLEGE BUDGET WORKSHEET You may not be able to fill out all these numbers right away and may need to change some of them
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
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
Building Up Business Loan Program Overview
Building Up Business Loan Program Overview The Building Up Business Loan Program is sponsored and administered by Wheat Ridge 2020, Inc., with the goal of improving the economic vitality and appearance
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
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
IN THE GENERAL COURT OF JUSTICE DISTRICT COURT DIVISION
NORTH CAROLINA GUILFORD COUNTY Plaintiff v. Defendant IN THE GENERAL COURT OF JUSTICE DISTRICT COURT DIVISION File No. A F FI DAVIT OF I NC OME & E X PENSES O F TH E P LA I N T IF F D E F E N DA N T (
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
MARK S. ZUCKERBERG, P.C. ATTORNEY AT LAW
LAW OFFICE OF MARK S. ZUCKERBERG, P.C. ATTORNEY AT LAW Full Legal Name: (Last, First, Middle) Spouse's Full Legal Name: (Last, First Middle) All other names used in the past 6 years: All other names used
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
GENERAL FINANCIAL DISCLOSURE FORM
MISC THE COOLEY LAW FIRM Shelly Booth Cooley Nevada State Bar No. 8992 10161 Park Run Drive, Suite 150 Las Vegas, Nevada 89145 Telephone: (702) 265-4505/Facsimile: (702) 645-9924 E-mail: scooley@cooleylawlv.com
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
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
Form 70 I. (general heading) FINANCIAL STATEMENT OF
Form 70 I (general heading) FINANCIAL STATEMENT OF INCOME AND MONEY RECEIVED (Include income and other money received from all sources, whether taxable or not, for the twelve month period ending on the
Jon and Dorothy Bridges Certified Financial Coaches 103 Ramsbrook Drive, Madison, AL 35757 Contact: jon.bridges@att.net or 256-714-5669.
Jon and Dorothy Bridges Certified Financial Coaches 103 Ramsbrook Drive, Madison, AL 35757 Contact: jon.bridges@att.net or 256-714-5669 Disclaimer These forms and the associated financial coaching are
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
Adding and Subtracting
Positive and Negative Integers 1 A 7 th Grade Unit on Adding and Subtracting Positive and Negative Integers Developed by: Nicole Getman December 1, 2006 Buffalo State: I 2 T 2 Positive and Negative Integers
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
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?
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
c. Homeowners Insurance
AFFIDAVIT BEFORE ME, the undersigned authority, personally came and appeared the undersigned who, being by me first duly sworn, did depose and say that the following is a true and correct statement of
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
INFORMATION ABOUT YOU
NOTE: With this type of form, to be completed by the client you would want the top portion to approximate your letterhead in case someone picked up this form for another to complete or some other reason
Financial Considerations The balance sheet is a listing of all assets (what is owned), liabilities or debt, and net worth at a certain point in time.
How do I determine ahead of time that my farm business arrangement can achieve the financial performance adequate to satisfy everyone involved? In cases where an existing business will not be substantially
WSSS Policy on Tuition Assistance. Procedure
WSSS Policy on Tuition Assistance Each family, regardless of its financial situation, is an important part of the Waldorf School of Saratoga Springs. Families who feel unable to pay full tuition are invited
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
Homeownership Capacity Program Best Practices Guide
Best Practices Guide All Homeownership Capacity Grantees must incorporate all Grant Funding Agreement requirements into their Homeownership Capacity Programs. This Best Practices Guide includes suggestions
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
Names of all Co-owners w/ Address (if different)
Foreclosure Prevention Intake Form I. CLIENT INFORMATION Date: Name(s) Address Home Phone Work Phone Best Times to Reach Marital Status Spouse (if any) Children (names and ages) Others in Household: II.
{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
Please include a credit report fee of $17.95 for an individual applicant and $35.90 for joint applicants. (tax sale applicants are exempt ) Sincerely,
Neighborhood Housing Services of Baltimore, Inc. 25 East 20 th Street, Suite 170, Baltimore, Maryland 21218 410) 327-1200 Fax (410) 505-1227 www.nhsbaltimore.org Dear Loan Applicant, Thank you for your
IN THE CIRCUIT COURT OF THE TWENTIETH JUDICIAL CIRCUIT ST. CLAIR COUNTY, ILLINOIS FINANCIAL STATEMENT GROSS INCOME
IN THE CIRCUIT COURT OF THE TWENTIETH JUDICIAL CIRCUIT ST. CLAIR COUNTY, ILLINOIS IN RE THE MARRIAGE OF: and Petitioner No.: Respondent FINANCIAL STATEMENT 1 2 GROSS WAGES OR SALARY ADDITIONAL INCOME (State
REQUEST TO INCUR DEBT Refinance Home Mortgage (Type or Print Clearly) Case No. Name(s) Day time telephone number (including area code and number)
REQUEST TO INCUR DEBT Refinance Home Mortgage (Type or Print Clearly) Case No. Name(s) Address Day time telephone number (including area code and number) I/we hereby request your approval of our incurring
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
FINANCIAL SUPPORT INVENTORY: Needs and Wants Budget
FINANCIAL SUPPORT INVENTORY: Needs and Wants Budget Willard F. Harley, Jr. 1992 Name Date This budget is designed to help clarify the need for financial support. The spouse with this need is to complete
Four Steps to Reduce Your Debt
Four Steps to Reduce Your Debt Overview Simple steps you can take to reduce your debt. Admit that you have a problem and commit yourself to fixing it. Stop debt spending. Make a spending plan. Pay down
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,
BEAN BUDGET: A budgeting exercise
BEAN BUDGET: A budgeting exercise Objective: Help students think about how to make budgeting choices and how to determine spending priorities. Time: 0 minutes Materials: Bean Budget Handout (2-page) Cut
BUDGET PLANNER. Instructions to Complete Budget Planner
BUDGET PLANNER NAME: DATE: Annual income twenty pounds, annual expenditure nineteen nineteen six, result happiness. Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.
FAX: Atty. Reg. #: Division Courtroom SWORN FINANCIAL STATEMENT
District Court Denver Juvenile Court County, Colorado Family Court 333 Monroe St Court address 222 Newtown, PA 19323 In re: The Marriage of: Parental Responsibilities concerning: Petitioner: George J Jones
Money Matters Action Checklists
Chapter 7: Money Matters Money Matters Action Checklists The following Action Checklists are included in Chapter 7: Income Bank Accounts Social Security Benefits Veterans Benefits Public Benefits Expenses
Your Budget. Blueprint. www.cccsnid.org. 1113 Main Street - P.O. Box 1105 Lewiston, ID 83501
Your Budget Blueprint www.cccsnid.org 1113 Main Street - P.O. Box 1105 Lewiston, ID 83501 Planning Goals and Objectives There are few places where planning is more necessary than in our financial lives.
CURRENT MONTHLY INCOME
Client Questionnaire Section 1 - Basic Information Part A. Name and Address Name: Have you used any other names in the past eight years? No Yes If yes, please list other names used: Telephone Numbers\Email
"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
Alexander Financial Planning, Inc. Registered Investment Adviser
DATA GATHERING FORM Alexander Financial Planning, Inc. Registered Investment Adviser 1621 W. First Avenue Grandview Heights, Ohio 43212 614.538.1600 fax: 614.824.4865 www.alexanderfinancialplanning.com
FAITH LANDMARKS BIBLE INSTITUTE. SCHOLARSHIP APPLICATION For On Site School ONLY
FAITH LANDMARKS BIBLE INSTITUTE SCHOLARSHIP APPLICATION For On Site School ONLY The scholarship committee of Faith Landmarks Bible Institute will hold all financial information in the strictest confidence.
Business Loan Guidelines
Business Loan Guidelines Loan applicants must be businesses located in Northeast Ohio that are unable to obtain the money from a conventional lender or other sources The maximum loan amount is $10,000
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
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
ZERO INCOME CHECKLIST. Tenant Name:
ZERO INCOME CHECKLIST Tenant Name: This checklist is to be completed for all families whose Total Tenant Payment equals the minimum rent for PHAs without minimum rents for all families reporting less than
MAKE A PLAN TV411.ORG
MAKE A PLAN A monthly spending and savings plan, or budget, will tell you how much you have to spend, where you re spending it and what changes you need to make in order to meet your spending and savings
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
Promoting the Health and Well-Being of Families During Difficult Times. Family Financial Management Planning for the Future
Promoting the Health and Well-Being of Families During Difficult Times Family Financial Management Planning for the Future DenYelle Baete Kenyon, Doctoral Student, Lynne M. Borden, Extension Specialist
Ways to Categorize Expenses
7.1 Ways to Categorize Expenses Fixed Expenses Spending that remains the same from month to month. Examples: Rent or mortgage payments Car payments Variable Expenses Spending that changes from month to
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
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
Your Full Name Age Social Security #
Walter A. Metzen Attorney at Law 3156 Penobscot Building 645 Griswold Street Detroit, MI 48226 (313) 962-4656 www.bankruptcydetroit.com Fax (313) 962-4241 REQUEST FOR BANKRUPTCY PROTECTION-START-UP PACKET
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,
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:
$550 for rent A school loan payment of $232 A car payment of $152 An insurance premium payment of $112
are they? directions After reading through each of the following scenarios, list the steps you would take if you found yourself in the same situation. Then, using the attached budget sheets, rework the
UNITED STATES DISTRICT COURT for the District of
Page 1 of 5 UNITED STATES DISTRICT COURT for the District of Plaintiff/Petitioner v. Civil Action No. Defendant/Respondent APPLICATION TO PROCEED IN DISTRICT COURT WITHOUT PREPAYING FEES OR COSTS (Long
Housing Opportunities for Native Americans & Alaska Natives NativeNatives
Housing Opportunities for Native Americans & Alaska Natives NativeNatives The Section 184 Indian Home Loan Guarantee program is a home loan product for federally recognized tribal members, tribes, and
Diving Into Spending Plans Grade Level 7-9
2.15.1 Diving Into Spending Plans Grade Level 7-9 Get Ready to Take Charge of Your Finances Time to complete: 60 minutes National Content Standards Family and Consumer Science Standards: 1.1.6, 2.1.1,
Foreclosure Prevention/Loan Modification Packet
Foreclosure Prevention/Loan Modification Packet Visionary Home Builders of California, Inc. (VHB) is a non-profit agency and is approved by the U.S. Department of Housing and Urban Development (HUD) to
Lesson Description. Texas Essential Knowledge and Skills (Target standards) Skills (Prerequisite standards) National Standards (Supporting standards)
Lesson Description This lesson builds on Grade 7, Lesson 1. Students will calculate net income and categorize expenses to create a budget. Percentages for each category will be calculated and analyzed.
Intake and Information
Intake and Information File #: : (CCCS Use Only) A division of Your name Street address City State & Zip Phone E-mail Social Security # Age Your employer Phone # Job title Rate of pay Monthly gross income
I, (full name) am am not currently employed. I am employed hours per week. I am paid weekly bi-weekly twice a month monthly.
District Court Denver Juvenile Court County, Colorado Court Address: In re: The Marriage of: Parental Responsibilities concerning: Petitioner: and Co-Petitioner/Respondent: Attorney or Party Without Attorney
BUDGETING ACTIVITY SHEET Needs Vs. Wants
BUDGETING ACTIVITY SHEET Needs Vs. Wants You may have many things you want and need. This worksheet should help you think about which is which! I need Least important Most important I want BUDGETING HANDOUT
DIVORCE QUESTIONNAIRE WITH CHILD(REN)
DOI/LUKE GAVIN K. DOI KENDAL A. LUKE LARIE K.L. MANUTAI Of Counsel: Attorneys At Law, Limited Liability Law Company DEREK T. KAMIYA 1600 Kapiolani Boulevard, Suite 1300 Honolulu, Hawaii 96814 Website:
Grade 11 Essential Mathematics. Unit 2: Managing Your Money
Name: Grade 11 Essential Mathematics Unit 2: Page 1 of 16 Types of Accounts Banks offer several types of accounts for their customers. The following are the three most popular accounts used for everyday
Banning Law Firm. 10801 Lomas NE Ste. 104 Albuquerque, NM 87112 Office 883-9577 Fax 866-677-0508
Banning Law Firm 10801 Lomas NE Ste. 104 Albuquerque, NM 87112 Office 883-9577 Fax 866-677-0508 Questionnaire Taxes Credit Report Paper Work Needed To File Counseling Certificate Pay Check Stubs Payment
BANKRUPTCY CHECKLIST ITEMS NEEDED TO COMPLETE YOUR BANKRUPTCY HELPFUL TO HAVE SOME INFO BELOW FOR INITIAL CONSULT
NAME: DATE: Complete and return the attached List of Property Descriptions; Income Information and Monthly Expenses Provide any actual bills showing creditor s name, address, account number, balance due
Joining Hands to Lift Families Learning how to be Debt Free, Financially Secure
NATIONAL BLACK CHURCH I NITIATIVE www.naltblackchurch.com TM Joining Hands to Lift Families Learning how to be Debt Free, Financially Secure The National Black Church Initiative (NBCI), a faith-based coalition
LOAN APPLICATION PACKAGE Please take a moment to review these instructions for completing this application.
LOAN APPLICATION PACKAGE Please take a moment to review these instructions for completing this application. To ensure that your loan will be processed in a timely manner, be sure to submit all the required
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
To get started you will need a box of file folders or a box of 8 ½ x 11 envelopes.
Proprietorships, Partnerships, and Small Corporations Getting Organized - The Basics What your Accountant (and Canada Revenue Agency) would like to see. Keeping track of your day to day business operations
Mary Kay Cosmetics. Tax Organizer. Consultant:
Mary Kay Cosmetics Tax Organizer Consultant: General Information Consultant Name: Address: Home Phone: ( ) Fax: ( ) Work Phone: ( ) Fax: ( ) E-Mail Address: Social Security Number: Month and Year joined