Estimate Your Anticipated Retirement Expenses Page 2
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1
2ESTIMATE YOUR ANTICIPATED RETIREMENT EXPENSES
(continued)
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
Support of children/
grandchildren
Family Care
Support of parents
Other obligations
Auto loan/lease
payments
Excise tax/registration
fees
Routine
Gasoline
transportation
Auto insurance
Routine maintenance
Other commuting
expenses
Club memberships
Hobbies
Recreation
Travel and vacations
Other
Dining out
Movies/theater/
Entertainment
sporting events
Other
Charitable donations
Charitable
donations
Other
Expense #1
Expense #2
Custom
Expense #3
Expenses
Expense #4
Expense #5
Expense #6
SUBTOTAL
SUBTOTAL from page 4
TOTAL
2
CORNERSTONE RETIREMENT GROUP
9628 Prototype Ct
|
Reno, NV 89521
|
(775) 853-9033
|
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