Estimating Monthly Income and Expenses Worksheet
|
|
|
- Osborn Nash
- 5 years ago
- Views:
Transcription
1 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 benefits and pensions Supplemental Security Income (SSI) Child and/or Spousal support Unemployment compensation Workers compensation Veterans benefits TOTAL INCOME Assistance SNAP (food support) and WIC Temporary Assistance for Needy Families (MFIP) Child care assistance (paid direct to provider) Housing assistance (paid direct to property) Energy assistance Gifts Free and reduced school lunch TOTAL ASSISTANCE TOTAL INCOME AND ASSISTANCE 1
2 Other Resources List any other assistance (not involving money) received in the community or from family and friends. This includes shared items, such as food, clothing, furniture, baby goods, child care, or school supplies. Note: There is a cash value to the Other Resources received from family, friends, and the community, but it is not used when determining the bottom line. Type of Help or Assistance Example: Family providing child care Example: Laundry done at family/friend s house Expenses Housing and Utilities Food Rent Food eaten at home/groceries Utilities (electric, gas) Food eaten out Water, sewer, garbage (if separate from rent) School meals Telephone and/or cell phone Baby formula, food Cable, satellite, and/or Internet Snacks Property/Renters insurance Non-alcoholic beverages Apartment/Home maintenance Apartment/Home furnishings TOTAL TOTAL 2
3 Expenses (continued) Savings and Set-Aside Funds Health and Medical Emergency Doctor Income tax, FICA (self-employment) Dentist Education Eye care, glasses and/or contacts Vacation/holiday Prescriptions Retirement Hospital Savings/IDA Medical costs other than doctor Health insurance Life insurance TOTAL TOTAL Personal Personal (continued) Clothing and shoes Alcoholic beverages Clothing care/cleaning Gambling/Lottery Personal care products Cigarettes/Tobacco Personal care services Gifts Household supplies Donations/Contributions Child/Adult care Diapers School supplies Child/Adult allowances TOTAL 3
4 Expenses (continued) Transportation Recreation and Entertainment Gas Reading material Vehicle maintenance and repair Movies, music, games, etc. Loan payment Vacations and travel Insurance Hobbies Public transportation Events (sports, concerts, etc.) Pets (food, supplies, vet, etc.) TOTAL Payments and Fees Overdue Bills Credit card: Credit card: Loan: TOTAL Loan: TOTAL School loan: Tuition loan: Child support payment Spousal maintenance payment Obligations (family, etc.) TOTAL per mo. 4
5 Total Monthly Expense Summary Total the expense sources. Expense Source Housing and Utilities Food Savings and Set-Aside Funds Health and Medical Personal Transportation Recreation and Entertainment Payments and Fees Overdue Bills TOTAL EXPENSES Bottom Line Subtract Total Expenses from Total Income and Assistance and write the result next to Bottom Line. (Total Income and Assistance - Total Expenses = Bottom Line) Income and Expense Summary Total Income and Assistance Total Expenses Bottom Line (positive or negative) If Total Expenses are more than Total Income and Assistance, changes will need to be made, either by increasing income, decreasing expenses, or doing some of both. A spending plan can help balance total expenses with total income and assistance each month Regents of the University of Minnesota. All rights reserved. University of Minnesota Extension is an equal opportunity educator and employer. In accordance with the Americans with Disabilities Act, this material is available in alternative formats upon request. Direct requests to Visit for information on and other Extension Center for Family Development programs. 5
Monthly 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,
DOMESTIC 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:
COUNTY 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:
Financial 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
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...
DOMESTIC 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:
IN 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
Income and Expense Statement Advanced Level
Income and Expense Statement Advanced Level The Costs Add Up How much do you think each item would cost if purchased every day for one month? Item Average Cost of Item Approximate Cost Per Month if purchased
DOMESTIC 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:
Family 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
DOMESTIC 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
EBRI 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,
Financial 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
24.2. 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
UNIFORM 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
IN 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
IN 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:
Income and Expense Statement Advanced Level
Income and Expense Statement Advanced Level The Costs Add Up How much do you think each item would cost if purchased every day for one month? Item Average Cost of Item Approximate Cost Per Month if purchased
IN 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
In 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: _
FAMILY 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
2. Analyze your spending. See how much you spend in each category. Notice any trends and look for expenses you can eliminate or cut back on.
Tool 1: Spending tracker Most people can t tell you how they spend their money during a month. Before deciding on changes to your spending, it is a good idea to understand how you use your money now. This
The Build-a- BudgeT Book
The Build-a- Budget Book The Build-a-Budget Book County Stamp Prepared by Marilyn Furry, associate professor of financial education and literacy programs, and Judith Ikenberry, former program assistant
Your 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
and 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
IN 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
State 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,
In 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
In 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
FAMILY 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)
Case 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,
[Appendix V] FAMILY PART CASE INFORMATION STATEMENT
![[Appendix V] FAMILY PART CASE INFORMATION STATEMENT](/thumbs/72/66734849.jpg "[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.
Gaining 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
INSTRUCTIONS 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
Income (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
Food Resource Management
Know how. Know now. Learn at Home: Nutrition Lessons for Healthy Living Food Resource Management By choosing to complete this mail lesson, you have taken the first step in learning more about the importance
Request to Modify Payment Plan
Request to Modify Payment Plan Chester County Adult Probation & Parole Department Instructions: Please complete pages 1-6 Complete page 7 if you are self-employed Make sure your name is at the bottom of
Eight Simple Steps for Balancing your Checkbook
If Transactions Don t Match Check for one of three errors: 1. The item was recorded incorrectly in your checkbook register, 2. The item paid or was credited to your account for the wrong amount, or 3.
Bankruptcy Pre-Filing Appointment
Bankruptcy Pre-Filing Appointment Welcome to Clarifi. Together, we will work to achieve your financial goals. This Welcome Packet includes important information regarding your upcoming appointment. Please
DRESSLER & 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 -
POLICY STATEMENT FOR PAYING TRUST FUNDS
POLICY STATEMENT FOR PAYING TRUST FUNDS Policy Statement for Paying Trust Funds on Behalf of Beneficiaries of Life s WORC Trust Services Welcome to Life s WORC Trust Services (hereinafter the Trust or
# 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
CLIENT INTAKE FORM I. CLIENT INFORMATION. Maiden Name: Date of Birth: Place of Birth:
CLIENT INTAKE FORM I. CLIENT INFORMATION Name: SS#: Home Address: Home Phone: Cell Phone: Work Phone: Maiden Name: Date of Birth: Place of Birth: E-mail Address: Driver s License #: If you want correspondence
CHRISTOPHER 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
In the District Court of County, Utah. Court Address
My Name This is a private record. Address City, State, Zip Phone Email I am the In the District Court of County, Utah Court Address Financial Declaration v. Case Number Judge Commissioner Instructions:
SUZEORMAN.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
7/12/ 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
TRUST 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
People in Household: Adults: Children (0-14): Children (14-18): Property Status: If Owned: Estimated Value: Estimated Equity:
Please complete and return to: Bluestone Credit Management PO Box 3763, Sheffield, S9 9AB Full Name/s: Our Reference: Full Address: People in Household: Adults: Children (0-14): Children (14-18): Employment
GAMBLERS ANONYMOUS PRESSURE RELIEF WORKBOOK
GAMBLERS ANONYMOUS PRESSURE RELIEF WORKBOOK 1 DISCLAIMER Gamblers Anonymous and the Pressure Relief Group Meeting provide guidance to a member for managing his/her financial affairs based on the experiences
HOW TO MAKE YOUR MONEY GO FURTHER
HOW TO MAKE YOUR MONEY GO FURTHER Publication 354-028 Revised 2003 How to Make Your Money Go Further Introduction What have you got to show for the money you make each month? Do you have good health,
Chapter 1: How to Make and Stick to a Budget
Chapter 1: How to Make and Stick to a Budget How to Make and Stick to a Budget What s the first thing you think of when you hear the word budget? If you re like most people, you think of saving money and
Steps to Successful Money Management
Steps to Successful Money Management How you spend your money today determines what you have 6 months from now, a year from now, 5 years from now, or in your lifetime. You control your financial destiny.
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
, ) ) 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,
Financial 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
Income and Expense Statement
Income and Expense Statement 1.15.5.F1 Take Charge of Your Finances Advanced Level Do you know where your money is coming from and where it is going? The Income and Expense Statement is a financial tool
STATE OF WISCONSIN CIRCUIT COURT COUNTY. Case No. Name. Birthdate Age Birthdate Age Employer. Employer
STATE OF WISCONSIN CIRCUIT COURT COUNTY In re the marriage of: (Petitioner s name), -and- (Respondent s name), Petitioner Respondent Case No. (Ptnr s) (Resp s) FINANCIAL DISCLOSURE STATEMENT Name Address
Taylor 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?
Monthly 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
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
LEVY, 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
Quick-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
SPECIAL NEEDS TRUSTS
SPECIAL NEEDS TRUSTS Lisa L. Wilson William R. Hayes* Julia R. Hayes Hilary H. Lane HAYES & WILSON, PLLC Attorneys at Law 1235 North Loop West, Suite 907 Houston, Texas 77008 Telephone: 713.880.3939 Fax:
IN 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.
) ) ) ) ) Income Statement
Print In the Court of Common Pleas of County, Pennsylvania Phone: Fax: vs. Plaintiff Defendant Docket Number State ID Number Please note: All correspondence must include the. INCOME STATEMENT OF Income
Your 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
FINANCIAL. 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
Financial 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
Analyzing the short and long-term effects of the inflows and outflows on the financial portfolio through the development of numerical projections.
Cash Flow Analysis Overview Cash flow analysis is an on-going process which involves several steps: Identifying current financial inflows and outflows. Analyzing the short and long-term effects of the
ORGANIZER 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
CURRENT 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
DISCLOSURE 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
Your 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
FINANCIAL 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
DEVELOPING A $PENDING PLAN
Financial Management Education Programs DEVELOPING A $PENDING PLAN Understanding where your money comes from and where it goes are the keys to financial success. This instruction guide and the attached
FINANCIAL 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 )
SUPREME 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:
Form 13.1: Financial Statement (Property and Support Claims) sworn/affirmed
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,
BUDGETING BASICS. Budgeting Basics WISCONSIN HOMEOWNERSHIP PRESERVATION EDUCATION. Section Overview
BUDGETING BASICS There is a reason that businesses use receipts and record books to closely track how much money is coming in and out. Keeping organized will allow you to make future financial decisions
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
Financial 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:
SPECIAL NEEDS TRUST GUIDELINES
SPECIAL NEEDS TRUST GUIDELINES The essential purpose of a Special Needs Trust is to improve the quality of an individual s life without disqualifying them from eligibility to receive public benefits. The
FORECLOSURE 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
The 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
Form 13.1: Financial Statement (Property and Support Claims) sworn/affirmed
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,
DOMESTIC 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
INSTRUCTIONS PART I: INCOME
at ONTARIO Superior Court of Justice Family Court Branch (Name of court) (Court office address) Court File Number Form 13.1: Financial Statement (Property and sworn/affirmed Applicant(s) Full legal name
SWORN 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
Reverse Mortgage Appointment
Reverse Mortgage Appointment Welcome to Clarifi. Together, we will work to achieve your financial goals. This Welcome Packet includes important information regarding your upcoming appointment. Please print
Homeownership Steps Appointment
Homeownership Steps Appointment Welcome to Clarifi. Together, we will work to achieve your financial goals. This Welcome Packet includes important information regarding your upcoming appointment. Please
USE 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
Reverse Mortgage Appointment
Reverse Mortgage Appointment Welcome to Clarifi. Together, we will work to achieve your financial goals. This Welcome Packet includes important information regarding your upcoming appointment. Please print
The Connecticut Tech Act Project s Assistive Technology Loan Program
The Connecticut Tech Act Project s Assistive Technology Loan Program LOAN APPLICATION PACKET CT Tech Act Project, AT Loan Program 55 Farmington Avenue, 12th floor Hartford, CT 06105 Voice: (860) 424-4881
MGE: Management Experts, Inc.
4. CREDIT CARDS (Note: If you are currently carrying a balance on your office credit cards, list the minimum payments below. If you use your credit cards for other expenses detailed in this worksheet and
FINANCIAL 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
Schedule J: Your Expenses 12/13
Fill in this information to identify your case: Debtor 1 Debtor 2 (Spouse, if filing) United States Bankruptcy Court for the: District of (State) Case number _ (If known) Check if this is an amended filing
Managing Your Money Everyone wants enough money to live on. Many people feel they need more. Use money to help get what you want by: 0 making plans 0
MANAGING 4 A ONEY llll Hf f. YOUR, a family plan Reprinted from the Division of Home Economics, Federal Extension Service, U. S. Department of Agriculture publication of March 1964 as HE-70. Available
Personal 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
Using CDF-MN s Economic Stability Indicator to Analyze Effects of $15 wage on Economic Stability
Using CDF-MN s Economic Stability Indicator to Analyze Effects of $15 wage on Economic Stability ESI is a web-based project of CDF-MN to analyze the interaction between wages, work support program benefits,