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Cash_Management_V2

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					                                                               Cash Management


Resources                                                                                                                                             Monthly
Wages, salary, commissions, & bonuses
Pension Income
Social Security Income
Withdrawals from Retirement Accounts
Other sources (alimony, rental income, etc.)
                                                                                                        Total Resources                       $                       -
Objectives
Income Taxes - Federal
Income Taxes - State
Payroll Taxes
Property tax (if not part of mortgage)
                                                                                                               Total Taxes                    $                       -
Homeowners Insurance (If not part of mortgage payment)
Health Insurance
Disability Income Insurance
Life Insurance
Automobile & Other Insurance
                                                                                                            Total Insurance                   $                       -
Telephone, cell phone
Cable & computer
Gas & electric / Water
Tuition / Child Care
Transportation (repairs, commuting, gas, etc.)
Services (house cleaning, landscaping)
Groceries
Restaurants
Household Supplies
Clothing, dry cleaning
Entertainment (movies, vacations)
Pet supplies & services
Other (hairdressing, newspapers, etc.)
                                                                                                                Total Core                    $                       -
Home Mortgage
Mortgage #2 or Home Equity Line of Credit
Auto Loans
Credit Cards
School Loans &/or Other
                                                                                                                Total Debt                    $                       -
Charitable Donations
401(k)s
IRAs/Roth IRAs
Mutual Funds
Variable Annuities
Variable Universal Life
Other
                                                                                 Total Contributions & Investments                            $                       -

                                                                                                        Total Objectives                      $                       -

Total Excess (Deficit)                                                                                                                        $     -

                                               Brian Hinson is a registered representative of Lincoln Financial Advisors Corp.

 Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. Insurance offered through
                             Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. CRN201111-2060925.



                                       400 Meridian Street, Suite 100, Huntsville, AL 35801, Phone: 256.536.0011, Fax: 256.533.1743

				
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