How will retirement impact my living expenses?

Assumptions

Monthly or annual figures?

Itemized Income

	Pre-Retirement	Post-Retirement
Wages, salary and tips ($)
Alimony, child support (received) ($)
Dividends from stocks, etc. ($)
Interest on savings accounts, CDs, etc. ($)
Social Security benefits ($)
Pensions ($)
Other income ($)

Itemized Expenses

	Pre-Retirement	Post-Retirement
Mortgage payment or rent ($)
Vacation home (mortgage) ($)
Automobile loan(s) ($)
Personal loan(s) ($)
Charge accounts ($)
Federal income taxes ($)
State income taxes ($)
FICA (Social Security taxes) ($)
Real estate taxes ($)
Other taxes ($)
Utilities ($)
Household repairs and maintenance ($)
Food ($)
Clothing and laundry ($)
Educational expenses ($)
Child care ($)
Automobile expenses (gas, repairs, etc.) ($)
Other transportation expenses ($)
Life insurance premiums ($)
Homeowners (renters) insurance ($)
Automobile insurance ($)
Medical, dental and disability insurance ($)
Entertainment and dining ($)
Recreation and travel ($)
Club dues ($)
Hobbies ($)
Gifts ($)
Major home improvements and furnishings ($)
Professional services ($)
Charitable contributions ($)
Other and miscellaneous expenses ($)

Additional Information

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This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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