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MONTHLY AMOUNT ($) ANNNUAL AMOUNT ($) Homeowner’s Insurance $ $ Home Improvement and Maintenance $ $ Mortgage $ $ Property Tax $ $ Rent/Condo Fees $ $ Other $ $ Electric $ $ Oil/Gas $ $ Telephone/Cable/Internet Fees $ $ Water/Sewer $ $ Other $ $ Clothing $ $ Groceries $ $ Laundry/Dry Cleaning $ $ Personal Care (health and beauty aids) $ $ Other $ $ Dental, Vision, and Hearing $ $ Medical Insurance $ $ Medicare Premium and Expenses $ $ Medicare Supp. (Medigap) Premiums $ $ Other (e.g., Prescription Costs) $ $ Long-Term Care Insurance Premiums $ $ Disability Insurance $ $ Life Insurance Premiums $ $ Support of Children or Grandchildren $ $ Support of Parents $ $ Other Obligations $ $ SUBTOTAL $ $ Housing Fill in either the monthly or annual column for each expense. Retirement Budget Worksheet Family Care Health Care & Insurance Personal Utilities Dedicated to providing clear, caring, professional advice to help clients achieve their unique financial goals. FPS Financial, Inc., 919 Old Highway 8 NW, Suite 400, New Brighton, MN 55112 · 651.633.2689 · [email protected] · www.fpsfinancial.net Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are offered by FPS Financial, Inc. or CES Insurance Agency.
