Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
My parents are retired and Dad always ran the finances in the household. Unfortunately the time has come for Mom to take this over and to say that she is completely overwhelmed would be an understatement.

I need to create an income template that would help mom account for dividends, annuities, required minimum distributions, social security and those kinds of items?

I also need to create an outflow template so she can make sure insurance premiums, regular household bills, taxes, medicare premiums and other non-monthly items.

Would any of you be willing to share your templates to help me keep from re-inventing the wheel?
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.