This interactive worksheet can help you estimate your monthly expenses in retirement. After you’ve entered your estimated expenses for each category, click Calculate at the bottom to see your total. You can print this worksheet to save for future reference, but your data will not be saved online.
| Mortgage | $ |
| Property taxes | $ |
| Homeowners insurance | $ |
| Rent | $ |
| Utilities | $ |
| Maintenance/fees | $ |
| Groceries | $ |
| Dining out | $ |
| Vehicle maintenance | $ |
| Fuel | $ |
| Auto insurance | $ |
| Public transportation | $ |
| Medical services | $ |
| Medications and supplies | $ |
| Health insurance | $ |
| Life insurance | $ |
| Disability insurance | $ |
| Long-term care insurance | $ |
| Other insurance | $ |
| Clothing | $ |
| Products and services | $ |
| Alimony | $ |
| Child care | $ |
| Loans/credit cards | $ |
| Entertainment | $ |
| Travel/vacation | $ |
| Hobbies | $ |
| Gifts | $ |
| Education | $ |
| Charitable contributions | $ |
| Other | $ |
| Total monthly expenses |
When you’re finished, make a note of your monthly expense estimate and use it in our retirement income worksheet to help determine whether your retirement income will meet your spending needs.