Living Expenses - Financial Connections

Home Living Expenses

Housing Expenses

	Monthly	Future Changes
Rent
Mortgage (Principal & Interest)
Improvements, Maintenance, Tools
Utilities (power, water, garbage, phone, cable, alarm)
Furniture, Appliances, Household Goods
Services (housekeeper, gardener)
Property Taxes
Other (condo/homeowners fee)

Food

	Monthly	Future Changes
Groceries
Dining Out (coffee, snacks)

Transportation

	Monthly	Future Changes
Gas
DMV Registration
Repairs, Maintenance
Parking, Tolls, Mass Transit
Car Payments

Personal Expenses

	Monthly	Future Changes
Personal Items, Clothing
Personal Care
Recreation, Entertainment
Gifts (non-charitable donations)
Charitable Donaitions
Books, Subscriptions, Hobby Expenses
Childcare
Private school, summer camps, etc.
Travel & Vacation
Student Loans
Other (pet/vet bills, etc.)

Insurance

	Monthly	Future Changes
Home / Renter's
Auto
Medical, Dental, Vision Premiums
Disability
Life
Long Term Care Premiums
Other (umbrella, etc.)

Medical Expenses

	Monthly	Future Changes
Medical, Dental, Vision, Chiropractor Expenses (not insurance premiums)
Prescriptions

Savings Contributions

	Monthly	Future Changes
Retirement* (IRA, 401(k), 403(b), etc.)
Other (college savings, emergency funds, etc.)

Total

	Monthly	Future Changes

Additional Information

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QUARTERLY NEWSLETTER

October 16, 2019

3rd Quarter 2019

Recently, a client that moved out of state passed away. We hadn’t seen him for many years. It wasn’t until his son called that we found out...

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