For couples salary/bonus information may be combined.
This may include Social Security benefits, pensions, income from a trust, etc.
Ongoing Expenses (Estimates)
Your Expenses:
Do not worry about the accuracy of different expenses. Just estimates would be fine. We have listed a number of categories just to help you estimate your expenses.
Property Related Expenses:
This includes principal and interest payments.
Living Expenses:
Other Expenses:
These are miscellaneous expenses e.g. club memberships, subscriptions, cash donations, birthday/holiday gifts, etc.
