Annual Amount - Fidelity

[Pages:1]BUDGET WORKSHEET

INCOME Annual Income (After Taxes)

Annual Amount

ESSENTIAL ANNUAL EXPENSES

Contribution to Retirement Savings

Housing Rent or Mortgage Property Taxes and Insurance Home and Appliance Maintenance Utilities Other

Necessities Groceries Health and Beauty Aids Clothing Laundry and Dry Cleaning

Health Care and Insurance Health Insurance Medicare Premiums Dental and Vision Care Other Uncovered Expenses Life Insurance Long-Term Care Insurance

Family Care Long-Term Care for Parent Assisted Living for Parent Support for Children or Grandchildren Other

Routine Transportation Auto Loan or Lease Payment Insurance Maintenance, Excise Tax Gasoline Auto Club Other Miscellaneous

Sub-Total: Essential Annual Expenses

Annual Amount

DISCRETIONARY ANNUAL EXPENSES Entertainment Club Membership Travel and Vacations Hobbies Continued Education Other Gifts and Charitable Contributions Miscellaneous

Sub-Total: Discretionary Annual Expenses

TOTAL: ESSENTIAL ANNUAL EXPENSES + DISCRETIONARY ANNUAL EXPENSES =

Fidelity Brokerage Services, Member NYSE, SIPC 100 Summer Street, Boston, MA 02110

369366

1.799042.100

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