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Financial Literacy - Retirement
TOOLS AND RESOURCES
Retirement toolkit
Use these calculators, work sheets and more to get your finances humming.
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Mapping a retirement plan
Work sheet: Creating a retirement budget
Retirement budget
Use this work sheet to come up with a monthly spending plan. Compare your total income with total expenses to see if or where you need to adjust.
List monthly income from any sources
Savings
$______________
Pension
$______________
Investment interest
$______________
Investment dividends
$______________
IRA
$______________
Annuities
$______________
Part-time job
$______________
Social Security
$______________
Other
$______________
Total monthly net income
$______________
List monthly expenses
Rent/mortgage
$______________
Insurance/taxes
$______________
Telephone
$______________
Heating
$______________
Electricity
$______________
Garbage/recycling
$______________
Water
$______________
Sewage
$______________
Cable
$______________
Other
$______________
Credit card
$______________
Credit card 1
Credit card 2
Credit card 3
$______________
$______________
$______________
Groceries
$______________
Restaurant meals
$______________
Auto loan
$______________
Auto insurance
$______________
License/registration
$______________
Gas
$______________
Other
$______________
Medical expenses
$______________
Prescriptions
$______________
Elder care
$______________
Life/health insurance
$______________
Travel/entertainment
$______________
Charity/gifts
$______________
Clothing
$______________
Savings
$______________
Other
$______________
Total monthly expenses
$______________
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Budgeting
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