Retirement Dreamcasting Bucket List And Budget Worksheet Page 2

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RETIREMENT BUDGET WORKSHEET
What gives my life purpose?
Where would I like to spend most of my time?
______________________________________________________________________________________
MONTHLY
MONTHLY
CURRENT
AFTER RETIREMENT
CURRENT
AFTER RETIREMENT
HOUSING
TRANSPORTATION
______________________________________________________________________________________
Mortgage/Rent
$
$
Auto Payments
$
$
__________________
_____________________________
______________________________
_________________
_____________________________
______________________________
Electricity
$
$
Fuel
$
$
______________________________________________________________________________________
________________________
_____________________________
______________________________
_______________________________
_____________________________
______________________________
Gas/Oil
$
$
Public Transit/Taxi Fares
$
$
___________________________
_____________________________
______________________________
_____
_____________________________
______________________________
Water/Sewer/Trash
$
$
Repairs & Maintenance
$
$
____________
_____________________________
______________________________
_______
_____________________________
______________________________
Phone
$
$
License & Registration
$
$
_____________________________
_____________________________
______________________________
________
_____________________________
______________________________
Cable & Internet
$
$
Auto Insurance
$
$
________________
_____________________________
______________________________
_________________
_____________________________
______________________________
What would I like more of in my life?
What would I like less of in my life?
Appliances & Furniture
$
$
[
]
$
$
_______
_____________________________
______________________________
_________________
_____________________________
______________________________
Maintenance & Improvements
$
$
Total Transportation
$
$ ________________
_
_____________________________
______________________________
________
_____________________________
Lawn & Garden Care
$
$
__________
_____________________________
______________________________
______________________________________________________________________________________
Household Supplies
$
$
FAMILY CARE
____________
_____________________________
______________________________
Property Tax & Insurance
$
$
Tuition & Education
$
$
____
_____________________________
______________________________
___________
_____________________________
______________________________
______________________________________________________________________________________
[
]
$
$
Childcare
$
$
_________________
_____________________________
______________________________
________________________
_____________________________
______________________________
Total Housing
$
$ ________________
Eldercare
$
$
__________________
_____________________________
_________________________
_____________________________
______________________________
______________________________________________________________________________________
Pets
$
$
_______________________________
_____________________________
______________________________
DAILY LIVING
[
]
$
$
_________________
_____________________________
______________________________
Groceries
$
$
Total Family Care
$
$
_________________________
_____________________________
______________________________
_____________
_____________________________
______________________________
Beverages/Alcohol
$
$
______________
_____________________________
______________________________
Personal Products
$
$
DISCRETIONARY
______________
_____________________________
______________________________
How will I stay active and healthy?
What hobbies and activities do I enjoy?
Clothing
$
$
Media
$
$
__________________________
_____________________________
______________________________
_____________________________
_____________________________
______________________________
Dry Cleaning
$
$
Entertainment
$
$
____________________
_____________________________
______________________________
__________________
_____________________________
______________________________
Salon & Barber Visits
$
$
Dining Out
$
$
______________________________________________________________________________________
__________
_____________________________
______________________________
______________________
_____________________________
______________________________
[
]
$
$
Gifts
$
$
_________________
_____________________________
______________________________
_______________________________
_____________________________
______________________________
Total Daily Living
$
$ ________________
Hobbies
$
$
_____________
_____________________________
__________________________
_____________________________
______________________________
______________________________________________________________________________________
Gadgets
$
$
__________________________
_____________________________
______________________________
HEALTH & MEDICAL
Dues & Subscriptions
$
$
__________
_____________________________
______________________________
______________________________________________________________________________________
Medical & Dental Visits
$
$
Hobbies
$
$
_______
_____________________________
______________________________
__________________________
_____________________________
______________________________
Medication & Supplements
$
$
Charitable Donations
$
$
___
_____________________________
______________________________
_________
_____________________________
______________________________
Health Insurance
$
$
& Philanthropy
_______________
_____________________________
______________________________
Life Insurance
$
$
Travel & Vacation
$
$
___________________
_____________________________
______________________________
______________
_____________________________
______________________________
What skills have I gained that might be valuable in a second career or volunteer work?
Long-Term Care Insurance
$
$
[
]
$
$
___
_____________________________
______________________________
_________________
_____________________________
______________________________
Health Club
$
$
Total Discretionary
$
$ ________________
______________________
_____________________________
______________________________
__________
_____________________________
[
]
$
$
_________________
_____________________________
______________________________
______________________________________________________________________________________
Total Health & Medical
$
$ ________________
ONE-TIME EXPENSES
______
_____________________________
Wedding
$
$
_________________________
_____________________________
______________________________
______________________________________________________________________________________
FINANCIAL
Milestone Vacation
$
$
____________
_____________________________
______________________________
Philanthropic Gift
$
$
Income Taxes
$
$
______________
_____________________________
______________________________
___________________
_____________________________
______________________________
______________________________________________________________________________________
(est. annual ÷ 12)
Second Home
$
$
___________________
_____________________________
______________________________
Retirement Savings
$
$
RV
$
$
____________
_____________________________
______________________________
_________________________________
_____________________________
______________________________
Emergency Savings
$
$
______________________________________________________________________________________
____________
_____________________________
______________________________
[
]
$
$
_________________
_____________________________
______________________________
Credit Card Payments
$
$
[
]
$
$
_________
_____________________________
______________________________
_________________
_____________________________
______________________________
Other Debt Payments
$
$
______________________________________________________________________________________
Total One-Time Expenses
$
$ ________________
___________
_____________________________
______________________________
___
_____________________________
(not incl. mortgage)
[
]
$
$
_________________
_____________________________
______________________________
MISCELLANEOUS
______________________________________________________________________________________
Total Financial
$
$ ________________
________________
_____________________________
Vacation Property
$
$
______________
_____________________________
______________________________
Recreational Vehicles
$
$
__________
_____________________________
______________________________
PLANNED PURCHASES
[
]
$
$
_________________
_____________________________
______________________________
New Car
$
$
__________________________
_____________________________
______________________________
[
]
$
$
_________________
_____________________________
______________________________
Furnace
$
$
__________________________
_____________________________
______________________________
[
]
$
$
_________________
_____________________________
______________________________
Roof
$
$
_______________________________
_____________________________
______________________________
[
]
$
$
_________________
_____________________________
______________________________
Appliances
$
$
_______________________
_____________________________
______________________________
[
]
$
$
_________________
_____________________________
______________________________
Home Remodel
$
$
_________________
_____________________________
______________________________
[
]
$
$
_________________
_____________________________
______________________________
[
]
$
$
_________________
_____________________________
______________________________
[
]
$
$
_________________
_____________________________
______________________________
[
]
$
$
_________________
_____________________________
______________________________
Total Miscellaneous
$
$ ________________
__________
_____________________________
Total Planned Purchases
$
$ ________________
____
_____________________________
TAL EST.
MONT HLY BUDGET
TOTAL EST. MONTHLY BUDGET
$
$
We are here to help you with your retirement planning needs. If you have any questions or need assistance filling out this
budget worksheet, please give our office a call at 206-420-8520 to schedule a complimentary consultation.

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