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Personal Budgeting:
A Template to Help Manage your Monthly Expenditures


With another April 15 tax filing deadline looming not too far in the future, you’ll likely need to gather important financial information to complete your taxes. For many, it’s the only time of the year to gain a firm hold on expenditures.

Do you know what you spend each month and how those expenses are allocated? You may know your monthly mortgage payment, but do you know how much you are spending on vacations, utilities, hobbies and gifts? Until you see the full picture, it’s challenging to plan for the future.

Skoda Minotti Financial Services wants to make monthly budgeting easy for you and your family. Our Budget Data Gathering Guide breaks out expenses into six simple categories:

  • Personal and Family Expenses
  • Personal Insurance Expenses
  • Taxes
  • Income
  • Home Expenses
  • Vehicle Expenses

If you need more information regarding financial planning, call Lou Trivisonno at 440-449-6800 or email ltrivisonno@smcofinancial.com.

To download this free e-book, simply complete the information on the form on the right.

FREE DOWNLOAD