Page 44 - BusinessWest August 18, 2021
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Elder Care
Budget Worksheet
To effectively plan and budget, one must keep accurate and up- to-date information on income and expenses. This worksheet will certainly help.
Today’s date __________________________________________ Elder’s name __________________________________________
Income and Assets Inventory
Wages/commissions ____________________________________ Savings ______________________________________________ Social Security ________________________________________ Stocks/bonds _________________________________________ IRA/Keough ___________________________________________ Pensions/profit sharing _________________________________ Rental income _________________________________________ Real estate ___________________________________________ Investments __________________________________________ Other _______________________________________________
Average Monthly Expenses
Housing ______________________________________________ Home maintenance/repairs ______________________________ Taxes ________________________________________________ Insurance ____________________________________________ Food ________________________________________________ Utilities ______________________________________________ Cable TV _____________________________________________ Transportation ________________________________________ Auto maintenance _____________________________________ License/sticker fees ____________________________________ Vehicle insurance ______________________________________ Medical ______________________________________________ Dental _______________________________________________ Prescriptions __________________________________________ Long-term-care insurance _______________________________ Assisted-living services __________________________________ Adult day services _____________________________________ Eyeglasses/hearing aids _________________________________ Personal care _________________________________________ Clothing _____________________________________________ Laundry/housekeeping _________________________________ Entertainment ________________________________________ Memberships _________________________________________ Fitness ______________________________________________ Travel _______________________________________________ Gifts ________________________________________________ Donations ____________________________________________
Total Expenses ________________________ Total Income _________________________
Subtract Total Expenses ________________ Monthly Balance ______________________
Serving Hampden County’s low-income families since 1987.
• Volunteer at a build site • Learn more about our home repair program
• Donate
habitatspringfield.org (413) 739-5503
Shop. Donate. Volunteer habitatspringfield.org/restore 301 E. Main St, Westfield (413) 642-8990
Looking for a position where you can truly make a difference?
We are a premier human services agency that has staff ratios to be able to
truly make an impact on the individuals we work with.
We provide services to adults with developmental disabilities and
acquired brain injury at locations in Berkshire, Hampden and Hampshire Counties.
FT, PT and Relief/Per Diem positions available for all shifts. Interested? Check out our openings today!
Valid US license required.
BFAIR offers an excellent benefit package.
APPLY NOW www.bfair.org AA/EOE
44 AUGUST 2021 SENIOR PLANNING GUIDE
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