Financial Planning Information Page 3
Download a blank fillable Financial Planning Information in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Financial Planning Information with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10Estimate your anticipated retirement expenses
Envision your life in retirement, and think about the expenses you will—or might—incur.
Taking into account your lifestyle and goals, identify which expenses are essential (must
have) to differentiate them from those that are discretionary (nice to have).
Record your estimated monthly retirement ex-
AMOUNT ( $ )
WILL IT
IS IT
penses and indicate whether it is essential and if
ESSENTIAL?
VARY?
YOU
SPOUSE
it will vary.
NOTES
YES
YES
□
□
Homeowner ’ s Insurance
$
$
□
□
Household Improvements &
$
$
Maintenance
□
□
Mortgage
$
$
□
□
Housing
Property Tax
$
$
□
□
Rent/Condo Fees
$
$
□
□
Other
$
$
□
□
Electric
$
$
□
□
Oil/Gas
$
$
□
□
Phone/Cable/Internet Fees
Utilities
$
$
Water/Sewer
□
□
$
$
Other
□
□
$
$
□
□
Clothing
$
$
□
□
Groceries
$
$
□
□
Laundry/Dry Cleaning
Personal
$
$
Personal Care ( h ealth & beauty )
□
□
$
$
Other
□
□
$
$
□
□
Dental, Vision, Hearing
$
$
□
□
Medical Insurance
$
$
□
□
Medicare Premiums & Expenses
Health Care
$
$
Medicare Supplemental Premiums
□
□
& Insurance
$
$
Other ( e.g., Out-of-Pocket
□
□
$
$
Pharmacy Costs )
Long-Term Care Insurance
□
□
$
$
Premiums
□
□
Disability Insurance
$
$
□
□
Life Insurance Premiums
$
$
SUBTOTAL $
0.00
0.00
$
Page 3 of 10
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Business