Budget Reality Check
-
-
Our retirement budgeting spreadsheet helps you see the big picture
The following retirement spreadsheet will assist you with assessing your financial health for retirement. If you find that you need additional funding, consider a reverse mortgage today.
Budget Worksheet Preview
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 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.


















