Cash Flow Plans
A budget, or as I prefer, a “Cash Flow Plan,” is one of the most powerful tools for successful money management. To get started, download the following forms and guidelines. They’re free!
- Budget Quick Start Guide
- Cash Flow Plan
- Cash Flow Plan – Excel
- Cash Flow Tracker
- Cash Flow Tracker – Excel
- Recommended Cash Flow Guidelines
- Recommended Housing Guidelines
It’s more enjoyable to give gifts when doing so doesn’t trash our finances. This simple form will help you set a gift budget for the year.
- Retirement Planning Calculator
- College Funding Calculator
- Optimal Asset Allocation Quiz
- IRA Rules and Regs — Contribution Limits, Deductibility, and More