Part 1: Retirement Income Estimation Worksheet:
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1 Retirement Cash Flow Worksheet and Budget Date: Name: Part 1: Retirement Income Estimation Worksheet: Annual Income $ CPI Indexed? Continued Employment of Spouse... (Until Age: ) Part Time Employment... (From Age: Until : ) Part Time Employment... (From Age: Until : ) Pension Plan:... (From Age: Until : ) Pension Plan:... (From Age: Until : ) Pension Plan... (From Age: Until : ) Annuity:... (From Age: Until : ) Annuity:... (From Age: Until : ) Government Benefits - Own:... (From Age: ) Government Benefits - Own:... (From Age: ) Government Benefits - Spouse:... (From Age: ) Government Benefits - Spouse:... (From Age: ) Rental Income:... (From: Until : ) Royalty Income:... (From: Until : ) Other... (From: Until : ) Other... (From: Until : ) 1 Cash Flow Worksheets, Retirementoptimizer.com Inc.
2 Part 2: Retirement Expenses Estimation Worksheet: Housing Monthly$ Mortgage... Annual$ (Final payment date of the mortgage ) Rent paid... Condominium Fees... Property Insurance... Property Tax... Heat... Water... Electricity... Security & Alarm... Maintenance & Repairs... Other... Other... TOTAL Housing Expenses... TOTAL Essential Housing Expenses... Household and Living Expenses: Food, Groceries... Dry Cleaning & Laundry... Decorating & Painting... Carpet Cleaning... Gardening... Pool Care... Pet Care... Kennel... Maid Service... Computer Equipment & Maintenance. Pocket Money... Clothing... Footwear... 2 Cash Flow Worksheets, Retirementoptimizer.com Inc.
3 Dependent Support 1... Dependent Support 2... Anniversary Gifts... Seasonal Gifts... Other Gifts... Donations... Other... Other... TOTAL Household and Living Expenses... TOTAL Essential Household and Living Expenses... Transportation Expenses: Car Loan Payments... (Final payment date of the car loan: ) Lease Payments... Maintenance & Repairs... License Fees... Gasoline... Oil Change... Parking... Car Insurance... Car Rental... Public Transportation... Other... Other... TOTAL Transportation Expenses... TOTAL Essential Transportation Expenses... 3 Cash Flow Worksheets, Retirementoptimizer.com Inc.
4 Investment Expenses: Investment Loan Payments... (Final payment date of the investment loan: ) Professional Fees: Accounting... Professional Fees: Legal... Professional Fees: Other... Investment related Subscriptions... Other... Other... TOTAL Investment Expenses... TOTAL Essential Investment Expenses... Personal and Health Care Expenses: Hair Care... Beauty Supplies... Personal Care... Manicure, Pedicure... Doctors... Dentists... Prescription Drugs... Nutritional Supplements, Vitamins... Visiting Home Care... Live-in Home Care... Medical & Support Equipment... Other... Other... TOTAL Personal & Health Care Expenses... TOTAL Essential Personal & Health Care Expenses.. 4 Cash Flow Worksheets, Retirementoptimizer.com Inc.
5 Communication Expenses: Telephone... Mobile Phone... Cable TV... Satellite TV... Pay TV... Internet... Other... Other... TOTAL Communication Expenses... TOTAL Essential Communication Expenses... Personal Insurance Expenses: Term Life Insurance 1... Term Life Insurance 2... Permanent Life Insurance 1... Permanent Life Insurance 2... Long Term Care Insurance 1... Long Term Care Insurance 2... Critical Illness Insurance 1... Critical Illness Insurance 2... Private Health / Dental Care 1... Private Health / Dental Care 2... Other... Other... TOTAL Personal Insurance Expenses... TOTAL Essential Personal Insurance Expenses... 5 Cash Flow Worksheets, Retirementoptimizer.com Inc.
6 Recreational & Entertainment Expenses: Clubs... Travel... Camping... Sports Equipment... Books... Newspapers... Adult Education... Hobbies... Hobbies... Hobbies... Dining Out... Entertaining at Home... Theatre, Ballet, Concerts... Sports Events... Tobacco... Alcohol... Other... Other... TOTAL Recreational and Entertainment Expenses... TOTAL Essential Rec. and Ent. Expenses... 6 Cash Flow Worksheets, Retirementoptimizer.com Inc.
7 Add up all your Expenses: Required Essential Housing... Household and Living Expenses... Transportation Expenses... Investment Expenses... Health Care Expenses... Communication Expenses... Personal Insurance Expenses... Recreational & Entertainment Expenses... TOTAL EXPENSES Estimated Income Taxes... (add estimated income taxes to total expenses) Required: Essential: TOTAL EXPENSES including income taxes: Other Potential Expense Considerations: Buy a car every years starting at age until age. Increase Health Care Expenses by $ after age. Increase Health Care Expenses again by $ after age. Decrease Travel expenses by $ after age. Sell house at age Move to nursing home at age 7 Cash Flow Worksheets, Retirementoptimizer.com Inc.
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