Aging in Place Workbook 2019

Appendix A: Budget Planning

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 (regularly)

Investments (regularly)

Retirement plan contributions

Other:

Other:

Other:

Total Fixed Expenses

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

Appendix A 54