![]() ![]() Identity tax planning opportunities to reduce their tax liability.High-income professionals should regularly monitor their expected tax liability so that they: This module also includes net worth tracking and projection sheets so you can monitor your progress toward your financial goals. ![]() Alternately, you can directly manage cash flow tracking within this workbook (Tiller Money is a great tool for this which allows you to automate pulling your financial transactions and balances directly into Excel or Google Sheets). If you already have something you use to track your cash flow (such as YNAB, Quicken or Mint), you can simply export and import information from there. No restrictive budgets are required here, just planning and tracking cash flow so you can make more effective financial decisions. Your financial plan starts by utilizing the cash flow information you already have available to efficiently calculate many other necessary pieces of the plan.īut, don’t worry. Below are descriptions of all the workbooks included in this bundle.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |