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Decision Tools

Annual Retirement Expense Worksheet

 
Monthly Expenses Today Retirement
Accomodation
Rent/mortgage $ $
Property taxes (municipal, water, school) $ $
Heat $ $
Electricity $ $
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 $ $


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