Financial Planning Information Page 4
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
(continued)
Record your estimated monthly retirement ex-
AMOUNT
IS IT
WILL IT
penses and indicate whether it is essential and
ESSENTIAL?
VARY?
if it will vary.
YES
YES
YOU
SPOUSE
NOTES
□
□
Support of Children/Grandchildren
$
$
□
□
Family Care
Support of Parents
$
$
□
□
Other Obligations
$
$
□
□
Auto Loan/Lease Payments
$
$
□
□
Excise Tax/Registration Fees
$
$
Routine
□
□
Gasoline
$
$
Transportation
□
□
Auto Insurance
$
$
□
□
Routine Maintenance
$
$
□
□
Other Commuting Expenses
$
$
□
□
Club Memberships
$
$
□
□
Recreation
Hobbies
$
$
□
□
Travel & Vacations
$
$
□
□
Other
$
$
□
□
Dining Out
$
$
Entertainment
□
□
Movies/Theater/Sporting Events
$
$
□
□
$
$
Other
□
□
Charitable Donations
$
$
Charitable
□
□
Donations
Gifts
$
$
And Gifts
□
□
Expense #1
$
$
Custom
□
□
Expenses
Expense #2
$
$
□
□
Expense #3
$
$
□
□
Expense #4
$
$
□
□
Expense #5
$
$
□
□
Expense #6
$
$
SUBTOTAL $
0.00
0.00
$
SUBTOTAL From Page 4 $
0.00
$
0.00
TOTAL $
0.00
$
0.00
Page 4 of 10
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Business