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Cash Flow Worksheet

Please insert whole numbers rounded to nearest $10. If not applicable, please input "0". This tool is provided for planning and educational purposes only. Completing this form does not create an advisory relationship and does not constitute financial advice.

Income

Wages - You

Wages - Spouse/Partner

Social Security (only if already taking, not projected)

Social Security - Spouse/Partner (only if already taking, not projected)

Pension Income - You

Pension Income - Spouse/Partner

Other Retirement Income/Annuities/RMDs

Rental Income

Other Miscellaneous Income (please describe)