Income: (In the spaces below, write down all your sources of income. Convert annual and quarterly figures to monthly numbers.) Salary
$ Alimony, child support
$ Dividends from investments
$ Interest on savings accounts, CDs, etc.
$ Social Security benefits
$ Retirement plan/pension income
$ Other income
$ Expenses: (Write down the anticipated amounts of your expenditures. Convert annual and quarterly figures to monthly figures.)Mortgage payment or rent
$ Groceries
$ Utilities
$ Entertainment, recreation, and dining
$ Insurance
$ Medical (not covered by insurance)
$ Education
$ Vacation
$ Gifts
$ Loan payments (auto, student, etc.)
$ Auto (gas, maintenance, etc.)
$ Credit card payment
$ Clothing
$ Dues and subscriptions
$ Home improvement
$ Charitable contributions
$ Federal taxes
$ State taxes
$ FICA (Social Security)
$ Other taxes
$ Other expenses
$
Information and interactive calculators are made available to you as self-help tools for
your independent use and are not intended to provide investment advice. We can not and
do not guarantee their applicability or accuracy in regards to your individual
circumstances. All examples are hypothetical and are for illustrative purposes.
We encourage you to seek personalized advice from qualified professionals regarding
all personal finance issues. Calculators provided by Emerald Connect, Inc.