skip navigation Home About Us Resources Request A Quote Contact Us Cash Flow Analysis What's Your Cash Flow Situation? 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. Monthly Income: Salary: 0 4k 8k 12k 16k Alimony, child support: 0 2k 4k 6k Dividends from investments: 0 2k 4k 6k Interest on savings accounts, CDs, etc.: 0 1k 2k 3k 4k 5k Social Security benefits: 0 1k 2k 3k 4k Retirement plan/pension income: 0 2.5k 5k 7.5k 10k Other income: 0 2.5k 5k 7.5k 10k Previous Next 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. Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc., and Moloney Securities Asset Management, LLC are not under common control or ownership with Minnesota Valley Investments, Inc. (business operated by the registered rep). This communication is strictly intended for individuals residing in the state(s) of CA, FL, MN and WI. No offers may be made or accepted from any resident outside the specific states referenced. Site Map Check the background of this financial professional on FINRA's BrokerCheck