Estimate Your Anticipated Retirement Expenses

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Name: _______________
Budget Worksheet
Spouse: ______________
Return by: ____________
ESTIMATE YOUR ANTICIPATED RETIREMENT EXPENSES
discretionary (nice to have).
AMOUNT ($)
Record your estimated monthly retirement
IS IT
WILL IT
expenses and indicate whether it is
ESSENTIAL
VARY?
NOTES
YES?
YES
essential and if it will vary.
YOU
SPOUSE
Homeowner ’s insurance
Household improvements
and maintenance
Housing
Mortgage
Rent/condo fees
Property tax
Other
Electric
Oil/gas
Utilities
Phone/cable/internet fees
Water/sewer
Other
Clothing
Groceries
Laundry/dry cleaning
Personal
Personal care (health and
beauty)
Other
Dental, vision and hearing
Medical insurance
Medicare premiums and
expenses
Medicare supplemental
premiums
Health Care
Other ( e.g., Out-of-
& Insurance
pocket pharmacy costs )
Long-term care insurance
Premiums
Disability insurance
Life insurance premiums
SUBTOTAL
1
CORNERSTONE RETIREMENT GROUP
9628 Prototype Ct
|
Reno, NV 89521
|
(775) 853-9033
|

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