Page 8 - Power 100 Summit Booklet.pptx
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Expenses (Enter monthly amount) Value Total dollars available to invest or save Value
Mortgage/rent payments Total annual income (A)
Taxes Total annual expenses (B)
Medical/health
Insurance premiums (life/LTC/disability)
Total dollars available (A-B)
Tuition & child care
Homeowner’s insurance
Telephone, cell phone
$ Money Mindset
Cable & computer
Gas & electrtic
Water
Transportation (car/commuting costs)
Services (house cleaning/landscaping)
Groceries
Restaurants
Clothing, dry cleaning
Entertainment (movies/vacations)
Pet supplies & services
Other (hairdressing/newspapers/etc.)
Expenses (Enter monthly amount) Value
Credit card balance #1
Credit card balance #2
Credit card balance #3
Charitable gifts
Charitable donations
Other
Other
Other
Other
Other
Total annual expenses (monthly x 12) (B)
Source: John Hancock Know Where You Stand Today
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