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 can help you compare your income to your expenses to determine your net cash flow.
Getting your cash flow under control is the first step toward effective financial management. Are you comfortable with your current cash flow? If not, you may need to take immediate action to control your spending.
Your net cash flow is the amount of money left after paying all your bills. The
chart below shows how much cash you have left at the end of each month after meeting
your expenses, based on the amounts you entered. How much of your net cash flow
are you currently investing for the future?
This hypothetical example is used for illustrative purposes only. Actual results will vary.
This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
This material was written and prepared by Broadridge Advisor Solutions.
© 2021 Broadridge Investor Communication Solutions, Inc.