Do You Know Where Your Money Goes?

Do You Know Where Your Money Goes? | Peter Gordon

{2 minutes to read} One of the most powerful tools we use to help our senior clients is a monthly cash flow report. This monthly report allows clients to see if there’s a surplus or deficit and and if there’s a need to transfer money from savings into checking. The contents of the report include:

  • All income sources—where their money is coming from;
  • Expense categories—where their money is going; and
  • How much money is left at the end of the month.

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