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Budget Reality Check


  • Life Settlement
  • Retirement Budget Spreadsheet

Download to:

  • Double-check your own planning
  • Enter your estimates & compare to national averages

Budget Worksheet Preview


Worksheet Preview - Click to Download

Spreadsheet Features:

  • Pre-set retirement expense items
  • Pre-set amounts for easy comparison in summary and detail
  • Monthly and annual columns
  • Based on the U.S. Department of Labor, Bureau of Labor Statistics, Report 998. Average Annual Expenditures and Characteristics Consumer Expenditure Survey, 2005

The National Retirement Risk Index (NRRI) from Boston College's Center For Retirement Research (June, 2006) has shown that nearly 45% of all U.S. households will be at risk of being unable to maintain their standard of living in retirement.