Aging in Place 3rd edition

BUDGET PLANNING WORKSHEETS

FIXED EXPENSES: Monthly

CURRENT

RETIREMENT

Mortgage payment or rent 2nd home mortgage

Real estate taxes Automobile loan Personal loans Life insurance Disability insurance Medical insurance

Long-term care insurance Homeowner’s insurance Automobile insurance Umbrella liability insurance Savings (regular) Investments (regular) Retirement plan contributions

Other: Other: Other: Other: Other:

Total Fixed Expenses

Aging in Place: Your Home, Your Community, Your Choice

Additional Resources 63