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3. Expenses

Monthly Expenses
Current Monthly Expenses After Tax Projected Inflation Rate % of Needed Expenses in Retirement
$ % %

4. Budget Worksheet

Daily Living Monthly Amount Transportation Monthly Amount
Groceries $ Auto Loans $
Dining – Eating Out $ Auto Insurance $
Clothing $ Fuel $
Salon – Massage – Manicure $ Repairs $
Other $ Other $
Other $ Other $
Total $ Total $

Health Monthly Amount
Entertainment Monthly Amount Health Insurance $
Home – Shows – Events $ Life Insurance $
Sports – Hobbies – Lessons $ LTC Insurance $
Dues – Memberships $ Disability Insurance $
Vacation - Travel $ Medicine – Drugs $
Other $ Veterinarian – Pet Care $
Other $ Other $
Total $ Other $
Total $

Household Monthly Amount Debts, Loans Monthly Amount
Mortgage Principal & Interest $ Credit Cards $
Real Estate Taxes $ Student Loans $
Rent $ Alimony – Child Support $
Insurance – Home/Rental $ Other $
Maintenance – Supplies $ Other $
Utilities – Electric/Gas $ Total $
Water – Sewer $
Cable – Phone – Internet $ Charity, Gifts Monthly Amount
House Cleaning $ Charitable Donations $
Other $ Gifts $
Other $ Other $
Total $ Other $

Total $