Month ________________________
INCOME
Other income:
$
TOTAL INCOME
OUTFLOW
Savings/investing
Federal & state taxes
Mortgage or rent
Home repair/maintenance
Property taxes
Disability insurance
Life insurance
Home/renter's insurance
Auto insurance
Credit card/loan payment
Utilities & telephone
Food (include dining out)
Clothing
Grooming
Gasoline
Auto repair/maintenance
Other transportation
Medical care
Education
Child care
Alimony/child support
Entertainment
Vacations
Gifts/charitable contribution
Laundry/cleaning
Other:
TOTAL OUTFLOW
CASH BALANCE(Income less Outflow)
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204, TX Insurance License#1643255.
Securities and insurance offered through LPL or its affiliates are: