Sentences with phrase «retirement budget worksheet»

Go to an interactive retirement budget worksheet and divide your estimated retirement expenses into two categories — essential outlays (housing, transportation, insurance, etc.) and discretionary expenditures (travel, entertainment, etc.) Tally each category, and then see how your essential expenses stack up versus what you'll get from Social Security (and a pension, if you receive one).

Not exact matches

Start by getting a handle of your retirement expenses by going to a good online budget worksheet.

(For help with estimating retirement living costs, you can check out this Retirement Budget Worksheet.)

Retirement Income Planner (and Retirement Budget Worksheet) With this Fidelity Investments calculator, you can plug in estimated retirement expenses using an interactive budgeting worksheet and run scenarios to see how long your nest egg might last with different combinations of stocks and bonds in both good and poorWorksheet) With this Fidelity Investments calculator, you can plug in estimated retirement expenses using an interactive budgeting worksheet and run scenarios to see how long your nest egg might last with different combinations of stocks and bonds in both good and poorworksheet and run scenarios to see how long your nest egg might last with different combinations of stocks and bonds in both good and poor markets.

To get a handle on what your post-career expense might be, think seriously about the sort of lifestyle you expect to live in retirement and then do a retirement budget by revving up a tool like BlackRock's Retirement Expense Worksheet, which allows you to enter more than 50 separate expense items in eight categories to estimate your annual outlays in retirement.

Something like a student debt payoff calculator or a retirement planner or even just a basic budget worksheet would go a long way towards increasing financial literacy.