Cost Comparison Worksheet
Monthly Expense Your Current Monthly Costs Cost of Services at Retirement Community
Mortgage or Rent $____________________ $____________________
Property Tax $____________________ $____________________
Property Insurance $____________________ $____________________
Heating & AC $____________________ $____________________
Electric $____________________ $____________________
Water & Sewer $____________________ $____________________
Trash $____________________ $____________________
Telephone $____________________ $____________________
Television/Cable $____________________ $____________________
Yard Services $____________________ $____________________
Home Maintenance $____________________ $____________________
Housekeeping Services $____________________ $____________________
Laundry $____________________ $____________________
Transportation Expenses $____________________ $____________________
Groceries $____________________ $____________________
Dining/Entertainment $____________________ $____________________
Recreation/Fitness $____________________ $____________________
Home Care $____________________ $____________________
Miscellaneous $____________________ $____________________
Total Monthly Expenses $____________________ $____________________
Income & Assets Worksheet
Monthly Income Sources
Social Security $____________________
Pension $____________________
Interest/Dividends $____________________
VA Aid & Attendance $____________________
Total Monthly Income $____________________
Assets
Home or Property $____________________
Stocks/Bonds/Mutual Funds $____________________
Savings Accounts $____________________
IRA/401K $____________________
Other $____________________
Total Assets $____________________