Tools & Resources / Budget Worksheet
Use this worksheet to plan your monthly expenses so you put as much as possible toward retirement. Your budget should allow you to spend a reasonable amount on things that are important to you like eating out or family vacations and save wisely for retirement.
Basic Monthly Living Expenses
Basic Expenses Subtotal
Discretionary Monthly Living Expenses
Total Discretionary Expenses
Remember: If you're not contributing the maximum to your retirement accounts, consider cutting back on some of your discretionary expenses so you can increase your contribution.