Aging in Place

BUDGET PLANNING WORKSHEETS

INCOME: Monthly

CURRENT

RETIREMENT

Wages, salary, tips

Cash dividends

Interest received

Social Security

Pension income

Rents, royalties

Other income:

Other income:

Total Monthly Income

TAXES/ADJUSTMENTS: Monthly

Federal income taxes

State income taxes

FICA - SSA

Other taxes

Total Monthly Taxes

Total Monthly Income

(Subtract) Total Monthly Taxes

Total Adjusted Monthly Income

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

Additional Resources 62