Assisted Living Cost Comparison Worksheet

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Assisted Living Cost Comparison Worksheet
While at first glance retirement living may seem more expensive than your cur-
rent lifestyle. There are many advantages and services which can actually result
in saving money and offer benefits which you cannot get when living alone.
Take a few minutes to calculate what it actually costs you to live in your home
or apartment and compare your present costs to assisted living fees.
Expense
Current
Assisted Living
Monthly Cost
Monthly Fee
Rent
$_________
$__________
Personal property insurance
$_________
$__________
Property taxes
$_________
Included
Utilities
$_________
Included
(gas, oil, electricity, water, sewer)
Home repairs
(plumbing, roofing, electrical) $_________
Included
Grocery cost for three meals daily $_________
Included
Weekly housekeeping service
$_________
Included
Lawn maintenance/snow removal $_________
Included
Weekly flat linen service
$_________
Included
Security service/smoke alarm
$_________
Included
Home health services
$_________
Up to seven hours
per week included
Other:
$_________
$__________
$_________
$__________
TOTAL MONTHLY COST:
$__________
$__________

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