Pre- and Post Retirement Budget Worksheet
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Pre- and Post Retirement Budget Worksheet

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Use this detailed budget worksheet to help you identify your pre-retirement and post-retirement expenses. You will also be able to categorize your expesnes as discretionary or fixed (essential).

Use this detailed budget worksheet to help you identify your pre-retirement and post-retirement expenses. You will also be able to categorize your expesnes as discretionary or fixed (essential).

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Pre- and Post Retirement Budget Worksheet Pre- and Post Retirement Budget Worksheet Document Transcript

  • 7 Detailed Budget Pre-Retirement Monthly Expenses Essential Discretionary Description Post-Retirement Monthly Expenses Essential Discretionary Housing Mortgage 2nd Mortgage Real Estate Tax Other (repairs, trash, furniture, assoc. dues) Utilities Electricity, Gas/Oil Communications (Phone, cell, internet, cable) Other (Water/Sewer) Transportation Auto Loan/Lease Gas Car Maintenance Other (licensing, tolls/tax) Insurance Homeowners Auto Health (including deductibles & co-insurance) Life Other (Umbrella Liability, LTC, Dental, Vision) Food & Entertainment Groceries Dining Out Other (shows, hobbies, vacations) Other Loans/Legal Obligations Credit Cards Personal Other (alimony, child support, judgments) Miscellaneous Other Uninsured Health Fees/dues (health club/spa, education) Grooming/Hair/Makeup Clothing Other (Pet Care) Contributions/Gifts Church/Synagogue/Charity Holidays/Birthdays Annual Exclusion/Legacy Other Monthly Total Annual Total Essential Expenses: Expenses that you have to have Discretionary Expenses: Expenses that are nice to have $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
  • Northwestern Mutual® is a registered trademark of The Northwestern Mutual Life Insurance Company. Copyright 2010 by The Northwestern Mutual Life Insurance Company, Milwaukee, WI. All Rights Reserved. The Northwestern Mutual Life Insurance Company • Milwaukee, WI www.northwesternmutual.com 02-1372-02 (0110)