Retirement Income Worksheet

Does your financial life match your values?

How will you pay for the life you want in retirement? Use this worksheet to help you estimate your cash flow to cover your "have-to-haves" and "nice-to-haves."

1. Your Essential Expenses (monthly)

?
  1. $
  2. $
  3. $
  4. $
  5. $
  6. $
  7. $
  8. $
  9. TOTAL$

2. Your Known Income (monthly)

?
  1. $
  2. $
  3. $
  4. $
  5. TOTAL$
  Known
Income
  Essential Expenses Do you have a gap? ?

- =

It is important to understand that the information provided to you in this analysis is based solely on financial assumptions you have supplied. Even a small change in the assumptions used could produce significant changes in the outcome(s) shown.

3. Your "Nice to Haves"

?
  1. $
  2. $
  3. $
  4. $
  5. $
  6. TOTAL$

4. Your Assets to Pay for “Nice to Haves”

?
  1. $
  2. $
  3. $
  4. $
  5. $
  6. TOTAL$

Multiply this total by the amount you'll take each year, for example: 3%, 4%

x % =

  Assets to
Pay for
"Nice-to-
Haves"
   "Nice-to-
Haves"
  Do you have a gap? ?

- =

It is important to understand that the information provided to you in this analysis is based solely on financial assumptions you have supplied. Even a small change in the assumptions used could produce significant changes in the outcome(s) shown.

108767 04/25/12