Budget Template Page 4
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4Lifestyle Expenditures
Proper Analysis of your retirement requires a detailed analysis of your spending patterns. Please take
the time to review your yearly expenses. Please convert all figures to annual figures (per year). Please
do not hesitate to call if you have any questions.
Shelter
Current
Lifestyle
Mortgage / Rent
Property Tax
Property Insurance
Maintenance & Improvements
Utilities
Miscellaneous
Basic Personal
Current
Lifestyle
Food
Clothing
Personal Care
Medical & Dental
Disability Insurance
Cleaning & Supplies
Miscellaneous
Discretionary Personal
Current
Lifestyle
Entertainment
Self Improvement
Clubs and Memebership
Hobbies
Gifts
Charitable Contributions
Miscellaneous
Travel & Vacations
Travel & Vacations
RV Payments
RV Insurance & Maintenance
Vacation Property
Vacation Property taxes & maintenance
Transportation
Current
Lifestyle
Vehicle Payments
Insurance
Maintenance
Fuel & Oil
Miscellaneous
Investments & Finance
Current
Lifestyle
RRSPs
Investments
Life Insurance
Miscellaneous
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Parent category: Financial