| $10,915.00 |
$130,980.00 |
Monthly take-home income |
| $1,065.00 |
$12,780.00 |
Dividends & interest (net of tax) |
| ($3,405.00) |
($40,860.00) |
Retirement savings (includes catch-up contributions)
- 401k: $2500
- Roth IRA: $625
- HSA: $280 |
| ($2,550.00) |
($30,600.00) |
Housing
- Mortgage principle & interest: $1945
- Property taxes: $415
- Insurance: $110
- HOA fees: $80 |
| ($600.00) |
($7,200.00) |
Food & entertainment |
| ($500.00) |
($6,000.00) |
Transportation
- Insurance & registration: $300
- Fuel & maintenance: $200 |
| ($415.00) |
($4,980.00) |
Utilities
- Water & sewer: $100
- Electricity: $200
- Natural gas: $50
- Internet & cell phone: $65 |
| ($275.00) |
($3,300.00) |
Household
- Landscaping: $150
- Alarm monitoring: $25
- Household supplies: $100 |
| ($215.00) |
($2,580.00) |
Miscellaneous
- Clothing/grooming: $50
- Gym: $25
- Gifts: $50
- Misc: $50
- Umbrella ins: $40 |
| ($135.00) |
($1,620.00) |
Healthcare premiums
- Medical: $100
- Dental: $30
- Vision: $5 |
| $3,885.00 |
$46,620.00 |
Remaining |