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  • Income Vs Expense

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    Pozza Boy
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    The document appears to be a financial planning worksheet for a client. It includes sections for the client's monthly income and expenses, as well as savings amounts and calculations for estimating retirement needs based on expected monthly expenses over 20 years of retirement. However, no numerical values are provided within the document.

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    Income vs Expense

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    The document appears to be a financial planning worksheet for a client. It includes sections for the client's monthly income and expenses, as well as savings amounts and calculations for estimating retirement needs based on expected monthly expenses over 20 years of retirement. However, no numerical values are provided within the document.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views3 pages

    Income Vs Expense

    Uploaded by

    Pozza Boy
    The document appears to be a financial planning worksheet for a client. It includes sections for the client's monthly income and expenses, as well as savings amounts and calculations for estimating retirement needs based on expected monthly expenses over 20 years of retirement. However, no numerical values are provided within the document.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    CLIENT:

    AGE:

    MONTHLY INCOME AMOUNT


    1. NET INCOME FROM EMPLOYMENT:
    2. EXTRA INCOME:

    TOTAL 0

    SAVINGS:

    MINIMUM
    MAXIMUM
    MONTHLY EXPENSES AMOUNT RETIREMENT CALCULATOR
    NEEDS: YEARS OF RETIREMENT:
    1. HOUSE/RENT/MORTGAGE (80 YO - 60 YO)
    2. ELECTRICITY BILL
    3. WATER BILL MONTHLY EXPENSE:
    4. WIFI ANNUAL EXPENSE:
    5. DATA/ PREPAID
    6. GROCERIES RETIREMENT FUND NEEDED:
    7. TRANSPORTATION/GAS (ANNUAL EXPENSE X 20 YEARS)
    8. CAR LOAN
    9. ALLOWANCE
    10. EXISTING INSURANCE

    WANTS:
    1. PERSONAL EFFECTS
    2. SUBSCRIPTIONS (NETFLIX ETC.)
    3. GYM MEMBERSHIP
    4. MISCELLANEOUS
    0

    0
    20 YEARS

    #VALUE!

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