Page 24 - Healthcare News 2021 Senior Planning Guide

Elder Care
Budget Worksheet
To effectively plan and budget, one must keep accurate and up- to-date information on income and expenses. This worksheet will certainly help.
Today’s date __________________________________________ Elder’s name __________________________________________
Income and Assets Inventory
Wages/commissions ___________________________________ Savings ______________________________________________ Social Security ________________________________________ Stocks/bonds _________________________________________ IRA/Keough __________________________________________ Pensions/profitsharing _________________________________ Rental income ________________________________________ Realestate ___________________________________________ Investments __________________________________________ Other _______________________________________________
Average Monthly Expenses
Housing ______________________________________________ Home maintenance/repairs ______________________________ Taxes ________________________________________________ Insurance ____________________________________________ Food ________________________________________________ Utilities ______________________________________________ Cable TV _____________________________________________ Transportation ________________________________________ Auto maintenance _____________________________________ License/sticker fees ____________________________________ Vehicle insurance ______________________________________ Medical ______________________________________________ Dental _______________________________________________ Prescriptions __________________________________________ Long-term-careinsurance _______________________________ Assisted-living services __________________________________ Adult day services _____________________________________ Eyeglasses/hearing aids _________________________________ Personalcare _________________________________________ Clothing _____________________________________________ Laundry/housekeeping _________________________________ Entertainment ________________________________________ Memberships _________________________________________ Fitness ______________________________________________ Travel _______________________________________________ Gifts ________________________________________________ Donations ____________________________________________
Total Expenses ________________________ Total Income _________________________
Subtract Total Expenses ________________ Monthly Balance ______________________
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24 AUGUST 2021 SENIOR PLANNING GUIDE HEALTHCARENEWS