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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 · info@fpsfinancial.net · www.fpsfinancial.netSecurities 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.
MONTHLY AMOUNT ($)
ANNNUAL AMOUNT ($)
Auto Loan or Lease Payment $ $
Excise Tax/Registration Fees $ $
Gasoline $ $
Insurance $ $
Routine Maintenance $ $
Other Commuting Expenses $ $
Club Memberships $ $
Hobbies $ $
Travel and Vacations $ $
Other $ $
Dining Out $ $
Movies/Theater/Sporting Events $ $
Other $ $
Charitable Donations $ $
Gifts $ $
Miscellaneous/Other $ $
Expense 1: $ $
Expense 2: $ $
Expense 3: $ $
Expense 4: $ $
Expense 5: $ $
Expense 6: $ $
SUBTOTAL FROM THIS PAGE
SUBTOTAL FROM PAGE 1
TOTALS
TOTAL FROM NEIGHBORING COLUMN
MONTHLY ANNUAL
GRAND TOTALS
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 · info@fpsfinancial.net · www.fpsfinancial.netSecurities 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.
Miscellaneous/ Other
Custom Expenses
Entertainment
Charitable Donations
Gifts
Recreation
Routine Transportation
Fill in either the monthly or annual column for each expense.
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