Retirement budgetUse 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$______________Total monthly expenses$______________View worksheet archive<< previous | next >>
Retirement budget