Page 14 - Financial House222

1. Income

Employment Income
You Spouse
Employer
Current Gross Monthly Salary $ $
Projected Annual Salary Increase % % %
Projected Retirement Date / □ Retired / □ Retired

Social Security Benefits
Owner Start Age & Month Gross Monthly Benefit Projected COLA Increase %

Pension Benefits
Gross Monthly Projected COLA
Owner Start Age Life or End Age % to Survivor
Benefit Increase %
□ Life or $ % %
□ Life or $ % %
□ Life or $ % %

2. Assets

Retirement Assets
Account Type Account Monthly
Owner Company Risk
IRA, 401k, etc. Value Contributions
□ At Risk $ $
□ Low Risk
□ At Risk $ $
□ Low Risk
□ At Risk $ $
□ Low Risk
□ At Risk $ $
□ Low Risk
□ At Risk $ $
□ Low Risk
□ At Risk $ $
□ Low Risk
□ At Risk $ $
□ Low Risk