Retirement Information:

Birthdate (YYYY-MM-DD): Estimated Retirement Date (YYYY-MM-DD): Years Until Retired:

Household Monthly Income

Include your income, your spouse’s income, and any other contributing adults.

Wages After Tax:

Military:

Other:

Rental Income:

Social Security Benefits:

Pension, FERS, CSRS, etc:

401k, TSP, 457B, etc:

IRA Distribution:

MONTHLY INCOME:

Monthly Expenses: Necessary

Rent or Mortgage:

Renters or Home Insurance Premiums:

Home Maintenance and Repair:

Homeowners Association Fees:

Property Tax:

Auto Insurance Premiums:

Health Insurance Premiums:

Life Insurance Premiums:

Out-of-Pocket Medical Costs:

Electricity and Natural Gas:

Water:

Sanitation or Garbage:

Groceries:

Car Payment:

Car Maintenance and Repairs:

Gasoline:

Public Transportation:

Phone and Cell Phone Plan:

Internet:

Minimum Monthly Student Loan Payment:

Minimum Monthly Other Loan Payments:

Child Support or Alimony Payments:

Other:

TOTAL SPENT ON NECESSITIES:

Monthly Expenses: Discretionary

Clothing and Accessories:

Dining Out:

Entertainment:

Gym or Club Memberships:

Travel:

Cable and Streaming Subscriptions:

Home Updates:

Home Services: Gardener, Pool, Alarm, etc.:

Other:

TOTAL SPENT ON DISCRETIONARY CATEGORIES:

Monthly Savings and Debt Repayment

Emergency Fund Contribution:

Savings Account Contributions:

401(k) Contributions:

Individual Retirement Account Contributions:

Other Monthly Investments:

Credit Card Payments:

Excess Student Loan Payments:

Excess Payments on Mortgage:

Other Debt Repayments:

TOTAL SPENT ON SAVINGS AND PAYING OFF DEBT:

Summary

Total Monthly Income:

Total Spent on Necessities:

Total Spent on Discretionary Categories:

Total Spent on Savings and Paying Off Debt:

Total Monthly Spending:

Total Monthly Unallocated Income:

Monthly Anticipated Spending Based On 3% Inflation

At Retirement:

10 Years Retired:

20 Years Retired:

30 Years Retired:

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First Name: Last Name: Email Address:

	FEGLI
Lifetime Basic Cost (No Reduction):
Lifetime Option A Cost:
Option B Cost Until age 70:
Lifetime Total FEGLI Cost:
Lifetime Total Savings by Switching to United Benefits: *All totals are estimates. Every plan is different. Your Savings could be greater or less depending on your personal situation. Contact United Benefits to discuss your options.

Retirement Information:

Household Monthly Income

Monthly Expenses: Necessary

Monthly Expenses: Discretionary

Monthly Savings and Debt Repayment

Summary

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