***Do not alter any of the red cells. The spreadsheet will do the calculations for you
|
|
- Kelley Greer
- 6 years ago
- Views:
Transcription
1 Wages 1 (After Tax Pay) [1] Wages 2 (After Tax Pay) Income 1 (After Taxes) Income 2 (After Taxes) Income Monthly Total Primary Residence Mortgage/rent Property Taxes Home Owners Ins. Earthquake Insurance Electric Gas Water Trash Home telephone Internet Cable TV Water service, Sparklets, etc Home improvements Home security Housecleaning service Pool cleaning service & supplies Carpet cleaning Gardener Lawn & garden supplies Pest control service/supplies Primary Res. Monthly total Home 2, Rental, Vacation Mortgage/rent Property Taxes Home Owners Ins.
2 Earthquake Insurance Electric Gas Water Trash Home telephone Internet Cable TV Water service, Sparklets, etc Home improvements Home security Housecleaning service Pool cleaning service & supplies Carpet cleaning Gardener Lawn & garden supplies Pest control service/supplies Home 2 Monthly Totals Health Related Health Insurance Premiums [2] Doctor Visits Dentist co-pays Over-the-counter drugs Vitamins, Supplements Gym Membership Chiropractor Prescriptions Life Insurance [3] Long Term Care Insurance [4] Disability Insurance [5] Pets [6]
3 Health Monthly Total Personal Groceries & household goods Fast food & dining out Coffee/Energy Drinks Cell service, new phones, accessories Computers/Lap Tops/Tablets TV's, DVD, Stereo, etc Gifts - Bday, Xmas, Holidays Clothing Dry cleaning Hair Cuts, Salon, Nails, Massage Books/Music/Magazines Credit Protection/Identity Theft Personal totals Auto/Transportation/ Auto Payment 1 Auto Payment 2 Auto Payment 3 Motorcycle Payment Boat payment, reg, maint, ins 5th Wheel/ATV/Motorcycle, other Gas/fuel (all vehicles) Auto Ins. (all vehicles) Repairs (all vehicles) Car wash/detailing services Parking/Fast Track/Tolls DMV Registrations (all) Smog Checks (all) Public transportation
4 AAA, Tow memberships Transportation Monthly Totals Travel & Entertainment Vacations/Travel/Flights/Accom Time Share + Fees Movies/Plays Theme Parks, Annual Passes Concerts Netflix/Movie rentals Entertainment Monthly Total Hobby & Recreation Golf Hunting Motorsports Camping Boating/Sailing Bowling Quilting Scrapbooking Children/Grandchildren Sports Hobby 1 Hobby 2 Hobby/Rec Monthly Total Charity/Dues/Subscriptions Tithe Charity Donations Magazines Newspapers 2
5 3 Dues/subscription Monthly Totals Financial Obligations Credit card payments [7] Investment Properties Child support, alimony College Accounts Roth, CD's, Savings Accts Back Taxes Financial Obligation Monthly Totals Expenses Monthly Total Total expenses Cash shortage / surplus Notes
6 [1] Cary: Enter take home pay for all incomes [2] Cary: Do not account for this amount if it is deducted from r paycheck. [3] Cary: Only enter amount if purchased coverge in addition to company benefits. [4] Cary: Only enter amount if purchased coverge in addition to company benefits. [5] Cary: Only enter amount if purchased coverge in addition to company benefits. [6] Cary: Veterinarian, vaccines, pet license, food, sitting/kennel, grooming, toys, treats, etc. [7] Cary: If pay r credit card off every month, enter 0. If have a balance on r cards, enter the amount to pay balance off.
Part 1: Retirement Income Estimation Worksheet:
Retirement Cash Flow Worksheet and Budget Date: Name: Part 1: Retirement Income Estimation Worksheet: Annual Income $ CPI Indexed? Continued Employment of Spouse... (Until Age: ) Part Time Employment...
More informationFinancial Fitness Planner
Financial Fitness Planner The Financial Fitness Planner is a guide to help you take control of your finances. It will help you to monitor your cash flow. A sound spending and savings plan is the foundation
More informationGaining and Maintaining Financial Stability Financial Documents and Workbook
Gaining and Maintaining Financial Stability Financial Documents and Workbook Actual Monthly Spending 1. Income Income #1 Income #2 2. Giving 10% Church 3. Saving 10% Emergency Retirement College 4. Taxes
More informationFinancial Needs Analysis Questionnaire (the involvement of ALL decision makers are required for an accurate assessment) Date: Time:
Primary: D.O.B. Spouse / Partner: D.O.B. Address Primary s Cell phone: Home Phone: Spouse / Partner Cell phone: Primary s e-mail Spouse / Partner s e-mail Height Weight Any form of tobacco use? Height
More informationMonthly Expenses Worksheet
Monthly Expenses Worksheet Education Rent or mortgage $ Tuition $ Heating (gas or oil) $ Books, papers and supplies $ Electricity $ Newspapers and magazines $ Water or sewage $ Lessons (sports, dance,
More informationTaylor Financial Group s Monthly Planning Letter
Taylor Financial Group s Monthly Planning Letter September 2015 IRA Checklist Month September is IRA Checklist Month at Taylor Financial Group When was the last time you reviewed your retirement plan?
More information, ) ) AFFIDAVIT OF FINANCIAL STANDING ) OF VS. ) (Name) ), ) Defendant. )
STATE OF NORTH CAROLINA COUNTY OF IREDELL IN THE GENERAL COURT OF JUSTICE DISTRICT COURT DIVISION FILE NO.:, ) Plaintiff, ) AFFIDAVIT OF FINANCIAL STANDING ) OF VS. ) (Name) ), ) Defendant. ) The Affiant,
More informationPersonal Monthly Budget
Personal Monthly Budget Monthly Income Projected Actual Difference Children Projected Actual Difference Job 1 Take-home Income 0 Child Care 0 Job 2 Take-home Income 0 Diapers/Supplies 0 Job 3 Take-home
More information7/12/ July 12, We have many tools at our disposal:
July 12, 2011 We have many tools at our disposal: FREE Credit Analysis We can help you obtain your credit report online in our office, and one of our counselors can review it with you. This is helpful
More informationFigure 1 Figure 2 Assets and Liabilities Inventory CAsh Cash on hand Checking account balance Savings account balance Certificates of deposit Money market account balance Credit union account balance Money
More informationThe Wise Wealth Planning Workshop Questionnaire
The Wise Wealth Planning Workshop Questionnaire The Wise Wealth Planning Program Instructions After completion of form, click the submit button to e-mail data to Savant or print off a copy and mail it
More informationSUZEORMAN.COM. Exercise: My Monthly Expenses. Instructions:
Exercise: My Monthly Expenses Instructions: 1. Go through your records and receipts for the last complete calendar year. This includes all checks, all credit-card charges, and all ATM withdrawals and cash
More information# 17 ASSETS: Severance Pay, RRSP and RIF 8-2 # 18 NET WORTH CALCULATION 8-4 # 19 MONTHLY RETIREMENT INCOME 8-6 # 20 MONTHLY RETIREMENT EXPENSES 8-7
What re you doing after work? Finance D, 8-1 Finance D WORKSHEETS HANDOUTS # 17 ASSETS: Severance Pay, RRSP and RIF 8-2 # 18 NET WORTH CALCULATION 8-4 # 19 MONTHLY RETIREMENT INCOME 8-6 # 20 MONTHLY RETIREMENT
More informationDOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF CLAYTON COUNTY STATE OF GEORGIA vs. Plaintiff,,, Defendant. Civil Action Case Number DOMESTIC RELATIONS FINANCIAL AFFIDAVIT (1) Your Name: Your Age: Spouse s Name: Spouse s Age:
More informationPRIMARY APPLICATION ACT 91 MORTGAGE ASSISTANCE
PRIMARY APPLICATION ACT 91 MORTGAGE ASSISTANCE Applicant (Last) (First) Social Security Number Co-Applicant (Last) (First) Social Security Number Primary Address Property being foreclosed on (if different
More informationIN THE SUPERIOR COURT OF STATE OF GEORGIA., Plaintiff, v., CIVIL ACTION Defendant. FILE NO. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF STATE OF GEORGIA COUNTY, Plaintiff, v., CIVIL ACTION Defendant. FILE NO. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME: Ag e Spouse s Name: Ag e Date of Marriage: Date
More informationFinancial Resources, Expenses, and Debts
Financial Resources, Expenses, and Debts Name: Today s Date: INCOME FROM EMPLOYMENT Fill in for each job that you are currently working. Job #1 Employer s Name: Address where you work: Describe what do
More informationCOUNTY SUPERIOR COURT STATE OF GEORGIA DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
COUNTY SUPERIOR COURT STATE OF GEORGIA vs. Plaintiff, Defendant.,, Civil Action Case Number DOMESTIC RELATIONS FINANCIAL AFFIDAVIT (1) Your Name: Your Age: Spouse s Name: Spouse s Age: Date of Marriage:
More informationWhat are your three most important financial goals? What are your three most important personal goals? GOALS
GOALS What are your three most important financial goals? Client: Spouse: A. A. B. B. C. C. What are your three most important personal goals? Client: Spouse: A. A. B. B. C. C. What would you like for
More informationFamily Living Account Book WASHINGTON STATE UNIVERSITY EXTENSION EB0544
Family Living Account Book WASHINGTON STATE UNIVERSITY EXTENSION EB0544 WHY KEEP AN ACCOUNT BOOK? To evaluate spending habits To use as a guide in planning future spending To use in filing income tax
More informationGain Future Financial Clarity
Gain Future Financial Clarity ANNUITIES FIXED AND INCOME Future Income Planner Annuities are issued by, and product guarantees are solely the responsibility of, Brighthouse Life Insurance Company, Charlotte,
More informationDOMESTIC RELATIONS FINANCIAL AFFIDAVIT. 1. AFFIANT S NAME: Age Spouse s Name: Dates of Marriage: Date of Separation:
In the Superior Court of County, Georgia, Plaintiff vs. Civil Action No., Defendant DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME: Age Spouse s Name: Age Dates of Marriage: Date of Separation:
More informationDETAILED FINANCIAL DISCLOSURE FORM INSTRUCTIONS SHEET. v. Case Number
DETAILED FINANCIAL DISCLOSURE FORM INSTRUCTIONS SHEET v. Case Number Pages through 4, 5 through 6 and 7 through 0 are mandatory. Please fill out the number of pages used, if any, for the remaining supplemental
More informationDOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF COUNTY STATE OF GEORGIA vs. Plaintiff, CIVIL ACTION FILE NO. Defendant. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT You are required to make to the Court, under oath, a FULL DISCLOSURE
More informationIN THE SUPERIOR COURT OF CHEROKEE COUNTY STATE OF GEORGIA DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF CHEROKEE COUNTY STATE OF GEORGIA, ) ) Plaintiff, ) ) CIVIL ACTION FILE NO. vs. ) ), ) ) Defendant. ) DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME Age Spouse s Name
More informationQuick-Start Budget Your first budget! It s also the simplest, so you can relax now.
Quick-Start Budget Your first budget! It s also the simplest, so you can relax now. It s time to get your feet wet with budgeting. This form is only one page, but it will show you how much money you need
More informationIN THE SUPERIOR COURT OF HOUSTON COUNTY, GEORGIA DOMESTIC RELATIONS FINANCIAL AFFIDAVIT OF PLAINTIFF. 1. AFFIANT S NAME: Age.
IN THE SUPERIOR COURT OF HOUSTON COUNTY, GEORGIA, Plaintiff vs. Civil Action No., Defendant DOMESTIC RELATIONS FINANCIAL AFFIDAVIT OF PLAINTIFF 1. AFFIANT S NAME: Age Spouse s Name: Age Date of Marriage:
More informationFAMILY LAW FINANCIAL AFFIDAVIT
IN THE CIRCUIT COURT OF THE IN AND FOR JUDICIAL CIRCUIT, COUNTY, FLORIDA, Petitioner, Case No.: Division: and, Respondent. FAMILY LAW FINANCIAL AFFIDAVIT ($50,000 or more Individual Gross Annual Income)
More informationPrudential Financial Planners Financial Profile Questionnaire
Prudential Financial Planners Financial Profile Questionnaire Neither Prudential Financial, its affiliates, nor its financial professionals, render tax or legal advice. Please consult with an attorney,
More informationFinancial Planning An Overview What is financial planning? Financial planning from church The church s goals in planning?
Financial Planning An Overview Thank you for contacting Vineyard Columbus Fin. Min. about your personal finances. What is financial planning? Financial planning is a term that comes from the professional
More informationIN THE SUPERIOR COURT OF FLOYD COUNTY, STATE OF GEORGIA
IN THE SUPERIOR COURT OF FLOYD COUNTY, STATE OF GEORGIA _, ) Plaintiff / Petitioner, ) ) CIVIL ACTION FILE v. ) ) No., ) Defendant / Respondent. ) ) DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S
More informationIn the Superior Court of County, Georgia. In re (Child(ren)): ) ) ), Petitioner ) ) vs. ) Civil Action No. ), Respondent ) )
In the Superior Court of County, Georgia In re (Child(ren:, Petitioner vs. Civil Action No., Respondent DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME (your name: Age Opposing Party s Name: _
More informationFINANCIAL INFORMATION CHECK LIST o Real estate information: Address, purchase price and date purchased (Final HUD settlement form) Copies of Final HUD
Client Data Organizer Celia Griffin, CPA, CDFA Celia Griffin, CPA, PLLC 19125 North Creek Parkway, Suite 120, Bothell, WA 98011 Phone (425) 954-8500 Fax (425) 954-8500 Email: celia@celiagriffincpa.com
More informationName Social Security#: Spouse: Social Security#: Address: City/State: Zip: Alternate mailing address: Home Phone: ( ) Work Phone: ( ) Cell: ( )
DEBTOR QUESTIONNAIRE You may print this out and bring it with you to the appointment. Please Answer these questions to the best of your information and belief. Short and general answers are sufficient.
More informationLEVY, LEVY AND NELSON
LEVY, LEVY AND NELSON A PROFESSIONAL ACCOUNTANCY CORPORATION 23801 CALABASAS ROAD, SUITE 2012 CALABASAS, CA 91302 PHONE:(818)346-8034 FAX:(818)346-6409 EMAIL:APPOINTMENTS@LEVYNELSON.COM TAX RETURN YEAR
More informationFinancial Disclosure Statement of Plaintiff Defendant
TYPE or PRINT in ink STATE OF MICHIGAN, 44th CIRCUIT COURT Note: File with FOC only! For Official Use Enter the name of the plaintiff. Plaintiff: First name Middle name Last name Enter the name of the
More informationFAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM)
IN THE CIRCUIT COURT OF THE IN AND FOR JUDICIAL CIRCUIT, COUNTY, FLORIDA, Petitioner, Case No.: Division: and, Respondent. FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM) ($50,000 or more Individual Gross Annual
More informationState of Georgia., Plaintiff., Defendant AFFIDAVIT AND MOTION TO PROCEED IN FORMA PAUPERIS
In the Superior Court of State of Georgia County, Georgia vs., Plaintiff, Defendant Civil Action File No. AFFIDAVIT AND MOTION TO PROCEED IN FORMA PAUPERIS I,, the undersigned, having been duly sworn,
More informationIn the Superior Court of County, Georgia. ), Petitioner ) ) vs. ) Civil Action No. ), Respondent ) ) DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
In the Superior Court of County, Georgia, Petitioner vs. Civil Action No., Respondent DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME (your name: Age Spouse s Name: _ Age Date of Marriage: Date
More informationIn the Superior Court of County, Georgia. 1. AFFIANT S NAME: Age. Spouse s Name:
In the Superior Court of County, Georgia, Plaintiff vs. Civil Action No., Defendant TIC FINANCIAL RELATIONS AFFIDAVIT FINANCIAL AFFIDAVIT 1. AFFIANT S NAME: Age Spouse s Name: Age Names and birth dates
More informationIN THE COMMON PLEAS COURT OF SUMMIT COUNTY, OHIO DIVISION OF DOMESTIC RELATIONS
IN THE COMMON PLEAS COURT OF SUMMIT COUNTY, OHIO DIVISION OF DOMESTIC RELATIONS Plaintiff Address CASE NO. SETS NO. Marital Residence Attorney Yes No Phone: JUDGE MAGISTRATE Atty Address Atty Phone vs.
More informationEBRI Databook on Employee Benefits. Chapter 11. Trends in Household Income and Expenditure for Older Americans
EBRI Databook on Employee Benefits Chapter 11 Trends in Household Income and Expenditure for Older Americans Description of Expenditure Components for figure 11.1 Home-related expenses include mortgage,
More informationTRUST RESPECT CUSTOMIZED
Survey for Trainee Phone numbers(s) Date: / /20 TRUST RESPECT CUSTOMIZED 3 Reasons Why We Are Here: 1. Referral Base 2. Earn your business as clients 3. Expanding & Need Help Current Careers? What Do You
More informationand Financial Disclosure Statement of:
PRINT in BLACK ink Enter the name of the county in which this case is filed. STATE OF WISCONSIN, CIRCUIT COURT, COUNTY For Official Use Enter the name of the petitioner. If joint petitioners, enter the
More informationnb Navigator Your Guide to Financial Success
nb Navigator Your Guide to Financial Success National Best is proud to deliver innovative concepts and strategies to our valued clients through referrals to our Network of licensed, qualified Insurance
More informationFinancial Data Entry Sheet for Net Worth Statement
Financial Data Entry Sheet for Net Worth Statement Your name: Spouse s name: I. FAMILY DATA Your birth date: Spouse s birth date: Spouse s place of birth: Spouse s Social Security number: Date married:
More informationYOUR GUIDE TO HEALTHY FINANCES GET YOUR FINANCES IN SHAPE
YOUR GUIDE TO HEALTHY FINANCES GET YOUR FINANCES IN SHAPE GETTING YOUR FINANCES UNDER CONTROL NEEDN T BE A HEADACHE Help is at hand with these easy-to-follow tips for getting your finances in shape. Whether
More informationCHRISTOPHER J. TAMMS 5 West Main Street Westerville, Ohio Phone: (614) Fax: (614)
CHRISTOPHER J. TAMMS 5 West Main Street Westerville, Ohio 43081 Phone: (614) 859-9529 Fax: (614) 567-0031 chris.tamms@gmail.com www.tammslaw.com CLIENT INFORMATION- Full Legal Addresses where you lived
More informationYour Retirement Lifestyle Workbook
Your Retirement Lifestyle Workbook Purpose of This Workbook and Helpful Checklist This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement
More informationMonthly Budget Worksheet
Monthly Budget Worksheet MONTHLY INCOME Budget Actual Difference MONTHLY BUDGET SUMMARY Expected income/tips (after tax) 0.00 0.00 - Budget Actual Difference Other 0.00 0.00 - Total Income 0.00 0.00 0.00
More informationDOMESTIC RELATIONS FINANCIAL AFFIDAVIT
DOMESTIC RELATIONS FINANCIAL AFFIDAVIT At the time of filing any action for temporary or permanent child support, alimony, equitable division of property, modification of child support or alimony or attorneys
More informationYour personal budget. Page 1. Your income. Salary and wages
Page 1 Your personal budget Before you can decide what is the best way to deal with your debts, you will need to work out a personal budget. The options you have will depend on how much money you have
More informationDOMESTIC RELATIONS FINANCIAL AFFIDAVIT - DIVORCE. Date of Separation:
IN THE SUPERIOR COURT OF COUNTY Plaintiff, vs. Defendant. Civil Action No. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT - DIVORCE 1. AFFIANT'S NAME: Spouse s Name: Age: Age: Date of Marriage: Date of Separation:
More information[ ] SCHEDULE OF ANNUAL EXPENDITURE
[ ] SCHEDULE OF ANNUAL EXPENDITURE SUMMARY Schedule 1 Schedule 2 Schedule 3 Schedule 4 Schedule 5 Schedule 6 Schedule 7 Schedule 8 Schedule 9 Schedule 10 Housing Housekeeping Clothes and Footwear Car Employment
More informationPower Down Debt 384 Montague City Road Montague City, MA 01376
Power Down Debt 384 Montague City Road Montague City, MA 01376 Phone: 413-774-5555 Fax: 866-733-4057 Finally, a Painless, Fail-proof Budget Ask yourself how much money you need monthly? I bet you began
More informationYour retirement planning checklist
Your retirement planning checklist Use this checklist to help you get started with your retirement plans. 5+ years before retirement Most financial advisors estimate that you will need 60% to 80% of your
More informationBecoming a Financial. Grown-up
Directions: 1. Write down the amount of money you think you spend (or is spent on you) in a given month and categorize the spending. (ex. food, phone, clothes, etc.) This is your initial budget. Complete
More informationUNIFORM SUPERIOR COURT RULE 24.2 DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
UNIFORM SUPERIOR COURT RULE 24.2 DOMESTIC RELATIONS FINANCIAL AFFIDAVIT Except as noted below, at the time of filing any action for temporary or permanent child support, alimony, equitable division of
More informationBuilding a Spending Plan: Step 4 How Much Are Your Fixed and Flexible Expenses? 1
FCS7170 Building a Spending Plan: Step 4 How Much Are Your Fixed and Flexible Expenses? 1 Nayda I. Torres, Josephine Turner, and Brenda C. Williams 2 This step helps you record all of your expenditures
More informationDear Customer: Time is critical and an immediate response is your first step toward finding a solution.
Dear Customer: We understand that you may be experiencing financial problems that could result in the foreclosure and loss of your home. We also understand that the temporary or longterm difficulties that
More informationINSTRUCTIONS FOR FLORIDA FAMILY LAW RULE OF PROCEDURE FORM (c), FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM)(09/12) Instructions
INSTRUCTIONS FOR FLORIDA FAMILY LAW RULE OF PROCEDURE FORM 12.902(c), FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM)(09/12) Instructions YOU DO NOT NEED TO FILL OUT THIS FORM IF YOU WORK WITH DIVORCE AND MEDIATION
More informationFree sample chapter. Book Happily Frugal: a wise money management workbook. Author Leanna Mae. Website
Free sample chapter Book Happily Frugal: a wise money management workbook Author Leanna Mae Website www.leannamae.org Ch. 4 Having a budget You have to have a budget. It is impossible to be frugal without
More informationFINANCIAL DISCLOSURE AFFIDAVIT, 2015
FINANCIAL DISCLOSURE AFFIDAVIT OF, 2015 1 STATE OF NEW YORK SUPREME COURT : COUNTY OF ERIE, vs., Plaintiff, Defendant. FINANCIAL DISCLOSURE AFFIDAVIT (DRL Section 236) Index No: SF, the Plaintiff/Defendant
More information24.2. Financial data required; scheduling and notice of temporary hearing.
24.2. Financial data required; scheduling and notice of temporary hearing. At the time of filing any action for temporary or permanent child support, alimony, equitable division of property, modification
More informationYour Retirement Lifestyle WORKBOOK
Your Retirement Lifestyle WORKBOOK Purpose of This Workbook and Helpful Checklist This workbook is designed to help you collect and organize the information needed to develop your Retirement Plan which
More informationCase Information Statement - Client Intake Form.
Case Information ment - If you have a question about this form, please contact your attorney's office. PART A - CASE INFORMATION Your Attorney s Information Attorney's Name Address DeTorres & DeGeorge,
More informationDISCLOSURE STATEMENT (Pursuant to Rule )
IN THE CIRCUIT COURT OF COOK COUNTY, ILLINOIS COUNTY DEPARTMENT - DOMESTIC RELATIONS DIVISION IN RE The Marriage Custody Parentage Support of: [ ] Petitioner / [ ] Counter-Respondent, -vs- [ ] Respondent
More informationDRESSLER & DRESSLER Attorneys at Law 110 Dixie Lane Cocoa Beach, FL (321)
DRESSLER & DRESSLER Attorneys at Law 110 Dixie Lane Cocoa Beach, FL 3231 (321) 783-2714 INSTRUCTIONS FOR FLORIDA FAMILY LAW FINANCIAL AFFIDAVIT FAMILY LAW RULES OF PROCEDURE FORM 12.02(c) (LONG FORM -
More information[Appendix V] FAMILY PART CASE INFORMATION STATEMENT
[Appendix V] FAMILY PART CASE INFORMATION STATEMENT Attorney(s): Office Address Tel. No./Fax No. Attorney(s) for: vs. Plaintiff, SUPERIOR COURT OF NEW JERSEY CHANCERY DIVISION, FAMILY PART COUNTY Defendant.
More informationFINANCIAL. 1. My information. Name of the person completing this Form (First Middle Last): Date this Form was completed (YYYY/MM/DD):
FINANCIAL INFORMATION Form I 1. My information Name of the person completing this Form (First Middle Last): Date this Form was completed : My financial circumstances My total annual income (before tax
More informationUSE THIS GUIDE AND LEARN HOW TO
AT HOME GUIDE USE THIS GUIDE AND LEARN HOW TO > Understand your current financial situation > Track your spending > Make tough decisions > Develop a monthly budget > Start saving for the future TABLE OF
More informationFORECLOSURE FRAUD NOTICE
FORECLOSURE FRAUD NOTICE Foreclosure fraud has become epidemic. Help stop foreclosure fraud. Be suspicious of: Anyone that guarantees to stop foreclosure Pressures you to sign any agreement Tells you not
More informationLEIDEN AND LEIDEN A Professional Corporation
LEIDEN AND LEIDEN A Professional Corporation Terrance Patrick Leiden (also Ohio) 330 Telfair Street C. Christopher CoCroft, Jr. Zane P. Leiden (also SC) Augusta, Georgia 30901-2450 (1941-1974) (706) 724-8548
More informationFINANCIAL MANAGEMENT QUESTIONNAIRE
FINANCIAL MANAGEMENT QUESTIONNAIRE This information will be used to prepare an individual report assessing your current financial needs. Your responses will not be sold or shared with any unaffiliated
More information1. Referrals 2. Earn your business as clients 3. We are expanding & need help
3 Reasons Why We Are Here Tonight: 1. Referrals 2. Earn your business as clients 3. We are expanding & need help Do you have someone right now who handles your current financial needs other than yourselves?
More informationCURRENT INCOME: PART 1
CURRENT INCOME: PART 1 This section deals with your household income. If you are married, information MUST be provided for both spouses, even if only one person is filing. Please provide the husband s
More informationSUPREME COURT OF YUKON FINANCIAL STATEMENT. FINANCIAL STATEMENT OF (Plaintiff/Defendant) I,, of the of,
Form 94 (Rule 63A (1) ) S.C. NO: SUPREME COURT OF YUKON Between: Plaintiff and Defendant FINANCIAL STATEMENT FINANCIAL STATEMENT OF _ (Plaintiff/Defendant) I,, of the of, in Yukon, SWEAR (or AFFIRM) THAT:
More informationFINANCIAL BUDGET *if applicable, after all business expenses
FINANCIAL BUDGET *if applicable, after all business expenses EXPENSES MONTHLY Comment NECESSARY/ DISCRETIONARY Garbage Gas & Electric Home Repairs/Maintenance Home Improvement (not home maintenance) Furniture
More informationFINANCIAL AFFIDAVIT 11.02
IN THE CIRCUIT COURT OF THE NINETEENTH JUDICIAL CIRCUIT LAKE COUNTY, ILLINOIS IN RE: The Marriage of: Custody of: Support of: ) ) ) Harold J Jones ) Petitioner ) and ) No. 44-32323 ) Marianne P Jones )
More informationSWORN FINANCIAL STATEMENT
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
More informationYour financial plan workbook
Your financial plan workbook Purpose of this workbook This workbook is designed to help you collect and organize the information needed to develop your Financial Plan, and will include your goals and
More informationUnderstanding the Financial Opportunities & Challenges of Dentists
Understanding the Financial Opportunities & Challenges of Dentists Being a dentist today presents numerous unique opportunities and challenges for financial success. As a highly educated professional,
More informationYour Financial Planning WORKBOOK
Your Financial Planning WORKBOOK Please note that you can conveniently type text and numbers into these documents and save your work. However, these documents will not automatically calculate your financial
More informationWhat s Taxable Under the HST and What s Not?
What s Taxable Under the HST and What s Not? Answering your questions about Ontario s Harmonized Sales Tax Here are examples of common products and services and how they will be affected by the HST. CLOTHING
More informationThe Struggle for Tax Reform in Maine: Richard Woodbury Presentation to Vermont Tax Reform Commission January 2010
The Struggle for Tax Reform in Maine: 2003-2009 Richard Woodbury Presentation to Vermont Tax Reform Commission January 2010 History School funding referendum (2003-2004) Property tax cap referendum (2004)
More informationORGANIZER FOR 2018 TAXES
Gerald Hersh EA Page 1 800 Main St Amherst MA 01002 Tel: (413) 256-1663 Fax: (413) 256-1665 Email: gerrystaxhelp@aol.com website: www.amhersttaxpreparation.com ORGANIZER FOR 2018 TAXES Name Social Security
More information77 Access Road, Suite 6, Norwood, MA Tel (781) Fax (781) PERSONAL INFORMATION
77 Access Road, Suite 6, Norwood, MA 02062 Tel (781) 278-9488 Fax (781) 278-9489 www.proficientwealth.com PERSONAL INFORMATION Name(s) Address Home Phone Home Fax Home e-mail Please check preferred location
More informationTotal 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
More informationSUPREME COURT OF THE STATE OF NEW YORK COUNTY OF X Plaintiff,
SUPREME COURT OF THE STATE OF NEW YORK COUNTY OF ---------------------------------------------------------------------X Plaintiff, - against - STATEMENT OF NET WORTH DATED: Index No. Date Action Commenced:
More informationROBERT C. ROWLAND, CPA 4380 N. Campbell Ave., Suite 204 Tucson, AZ (520) Fax rowlandtax.
INCOME TAX ORGANIZER TAX YEAR 2017 PAGE 1 ROBERT C. ROWLAND, CPA 4380 N. Campbell Ave., Suite 204 Tucson, AZ 85718 (520) 319-0077 Fax 319-0076 robert@rowlandtax.com rowlandtax.com We are in St. Philips
More informationBANKRUPTCY CLIENT QUESTIONAIRRE. Telephone Number HOME:( ) WORK:( ) CELL: ( ) SOCIAL SECURITY NUMBER: - - CITY: STATE: ZIP: COUNTY:
For Office Use Only Payment Information 7 0R 13 Rcpt # $ FF + AF + CR= BANKRUPTCY CLIENT QUESTIONAIRRE NAME: First Middle Last Other names: BIRTHDATE: Email: Telephone Number HOME:( ) WORK:( ) CELL: (
More informationIN THE SUPERIOR COURT OF COBB COUNTY STATE OF GEORGIA DOMESTIC RELATIONS FINANCIAL AFFIDAVIT. (1) Your Name: Your Age:
IN THE SUPERIOR COURT OF COBB COUNTY STATE OF GEORGIA Petitioner: and Civil Action File No.: Respondent: DOMESTIC RELATIONS FINANCIAL AFFIDAVIT (1) Your Name: Your Age: Spouse s Name: Spouse s Age: Date
More informationEstimating Monthly Income and Expenses Worksheet
Estimating Monthly Income and Expenses Worksheet Use this worksheet to record all monthly income and expenses. Income and Assistance Income Wages/Salaries Tips, commissions, and overtime Social security
More informationFINANCIAL DECLARATION OF STATE OF INDIANA: CIRCUIT AND SUPERIOR COURTS OF PORTER COUNTY
FINANCIAL DECLARATION FORM STATE OF INDIANA: CIRCUIT AND SUPERIOR COURTS OF PORTER COUNTY IN RE THE MARRIAGE OF: Cause Number: Petitioner, And Respondent In accordance with Local Rule 18 of the Porter
More informationA free publication provided by. Consolidated Credit Counseling Services, Inc.TM
Consolidated Credit Counseling Services, Inc. 5701 W. Sunrise Blvd., Fort Lauderdale, FL 33313 1-800-SAVE-ME-2 1-800-728-3632 www.consolidatedcredit.org A free publication provided by Consolidated Credit
More informationHow We Work Together Client Service Options
Charting Your Course CETERA INVESTMENT SERVICES LLC MEMBER FINRA/SIPC Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance
More informationIncome (Monthly) Current Projected Totals Amount Projected Inc % Inc % Total Outgoing $ - $ - Total Current Projected Surplus/Deficit $ - $ -
Income (Monthly) Current Projected Totals Amount Projected Inc % Inc % Base pay Deductions 0% 0% BAS Housing 0% 0% BAH Food 0% 0% OHA Clothing 0% 0% COLA Transportation 0% 0% Special Pay Personal Needs
More informationEXHIBIT A IN THE CHANCERY COURT OF COUNTY STATE OF MISSISSIPPI
EXHIBIT A IN THE CHANCERY COURT OF COUNTY STATE OF MISSISSIPPI PLAINTIFF VS. CIVIL ACTION NUMBER DEFENDANT ************************************************************************ I. GENERAL INFORMATION:
More informationYOUR BUSINESS, Y UR LIFE
YOUR BUSINESS, Y UR LIFE reap the rewards PETER GIALOURIS Appendix A Short Form Business and Personal Financial Plan Use this form to complete your plans. Your Business Plan Year 1: Mission Vision Values
More informationSTART WITH A FRESH PAGE
START WITH A FRESH PAGE T h a n k y o u F I N R A This program is provided through a grant from the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation and the American Library
More information