• Text Size
Free Consultation
 
First Name
Last Name
Reverse Mortgage
Life Settlement
Phone Number
State of residence

Budget Reality Check


  • Reverse Mortgage
  • 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

Worksheet Preview - Click to Download

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.