richey advisors, inc. - Cash Flow Analysis : Calculator: Cash Flow Analysis

Managing debt and maintaining your lifestyle over the long term is challenging. Without a reasonable budgeting plan, it is difficult to effectively manage spending. This Cash Flow Analysis form will help you weigh your income vs. your expenses to determine your net cash flow.

Income: (In the spaces below, write down all your sources of income. Convert annual and quarterly figures to monthly numbers.)
Salary	$
Alimony, child support	$
Dividends from investments	$
Interest on savings accounts, CDs, etc.	$
Social Security benefits	$
Retirement plan/pension income	$
Other income	$
Expenses: (Write down the anticipated amounts of your expenditures. Convert annual and quarterly figures to monthly figures.)
Mortgage payment or rent	$
Groceries	$
Utilities	$
Entertainment, recreation, and dining	$
Insurance	$
Medical (not covered by insurance)	$
Education	$
Vacation	$
Gifts	$
Loan payments (auto, student, etc.)	$
Auto (gas, maintenance, etc.)	$
Credit card payment	$
Clothing	$
Dues and subscriptions	$
Home improvement	$
Charitable contributions	$
Federal taxes	$
State taxes	$
FICA (Social Security)	$
Other taxes	$
Other expenses	$

Richey Advisors, Inc. is a registered investment advisor with the U.S. securites and Exchange Commission. Richey Advisors, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Richey Advisors, Inc. and it's advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Richey Advisors, Inc. does not sell insurance products or services. However, associated persons of Richey Advisors, Inc. are individually licensed in the state of California as Life, Health, Disability & Variable Agents. Furthermore, Richey Financial Group, Inc. (Member of FINRA www.finra.org and SIPC www.sipc.org) is an affiliated firm and a licensed agent in the state of California that offers Life, Health, Disability and Variable insurance products.

All the information contained in the Learning Center (Articles, Seminars, Calculators) have been created by an independant 3rd party and the information contained in this section those sections do purport to be statements of all material facts or contain complete information relating to the subject matter. Richey Advisors, Inc. makes no guarantees as to the accuracy or completeness of the information provided in the "Learning Center" section.