Aging in Place

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