Independent Living Cost Comparison
[Pages:1]e following worksheet will give you an idea of the basic cost differences between what staying in your home will cost versus moving into an active retirement community-- based on both yearly and monthly fees. Make sure to consult a professional before making any major
nancial decisions.
INDEPENDENT LIVING COST COMPARISON
MONTHLY COSTS
Staying at Home
Utilities (electric, gas, water, sewer, garbage)
Food: Groceries, Restaurants
Phone, Internet and/or Cable
Housekeeping
Transportation (Auto, Maintenance, Gas, Cab)
Social Activities (club memberships, local events)
Total Monthly Costs
YEARLY COSTS
Staying at Home
Housing
Mortgage Payments
Annual Maintenance Cost Total Yearly Costs
Property Taxes
Homeowners or Other Insurances
Maintenance (gardening, handymen. etc.)
Future Maintenance Costs (new roof, plumbing, home modifications for aging)
Provided by Gilbert
Staying at Home Notes
Independent Living
Independent Living Notes
Staying at Home
Item
Capital Gains Tax for Sale of Home
Rent/Monthly Fees x 12
Auxiliary Fees (community and/or entrance fees)
Moving Costs
Independent Living Costs
Copyright ? 2008 Gilbert Guide, Inc.
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