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Annual Retirement Expense Worksheet
Monthly Expenses
Today
Retirement
Accomodation
Rent/mortgage
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Property taxes (municipal, water, school)
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Heat
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Electricity
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Telephone
$
$
Maintenance/repairs
$
$
Insurance (home)
$
$
Cable TV, TV/VCR rental
$
$
Transportation
Gas/oil
$
$
Car insurance/license
$
$
Car repair/maintenance
$
$
Public transportation
$
$
Travel
$
$
Living Expenses
Food
$
$
Clothing
$
$
Dependent/family care
$
$
Newspapers, magazines, books, video rentals
$
$
Entertainment/restaurants
$
$
Charitable donations
$
$
Health care
$
$
Life insurance
$
$
Monthly payments
Regular savings programs
$
$
Car (loan/lease)
$
$
Personal loans
$
$
Credit/charge cards
$
$
Other
$
$
12/12/2006 06:54:55