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Your retirement budget (Desjardins Insurace)

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Your retirement budget
Step 1 - Evaluate your sources of income
The evaluation of your various sources of income is based on your net income (after taxes). To facilitate this task, see your statement,
which shows the amount actually deposited in your account.
RETIREMENT INCOME Monthly ($) Annually ($)
Pension funds (pension plan)
$
$
QPP (Québec Pension Plan) or CPP (Canada Pension Plan)
$
$
Old Age Security Pension
$
$
Rental income
$
$
Income from other sources (interest, dividends, annuities, etc.)
$
$
Other
$
$
1- TOTAL INCOME $ $
Step 2 - Evaluate your current expenses
This calculation shows the actual distribution of your various expenses.
HOUSING Monthly ($) Annually ($)
Mortgage, rent
$
$
Condo association fees
$
$
Municipal and school taxes
$
$
Electricity/heating
$
$
Telephone
$
$
Internet, cable, alarm system
$
$
Upkeep/repairs
$
$
Other
$
$
TOTAL HOUSING EXPENSES
$
$
CURRENT EXPENSES Monthly ($) Annually ($)
Food (groceries, restaurants)
$
$
Automobile (payments, gas, maintenance, registration, parking)
$
$
Public transit
$
$
Clothing (purchases, upkeep)
$
$
Personal care (hair, cosmetics)
$
$
Health and medical care (dentist, vision, prescriptions, etc.)
$
$
Charitable donations
$
$
Other
$
$
TOTAL CURRENT EXPENSES
$
$
TRAVEL AND LEISURE Monthly ($) Annually ($)
Entertainment (cinema, theatre, subscriptions, books)
$
$
Travel
$
$
Memberships, clubs, associations
$
$
Other
$
$
TOTAL TRAVEL AND LEISURE EXPENSES
$
$
FINANCIAL OBLIGATIONS Monthly ($) Annually ($)
Payments for personal loans (other than mortgages)
$
$
Credit card and line of credit payments
$
$
Other
$
$
TOTAL FINANCIAL OBLIGATIONS
$
$
INSURANCE Monthly ($) Annually ($)
Auto insurance
$
$
Homeowners’ insurance
$
$
Life insurance
$
$
Disability insurance
$
$
Drug insurance
$
$
Other insurance
$
$
TOTAL INSURANCE
$
$
2- TOTAL CURRENT EXPENSES $ $
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Acrobat Reader 7.0 and higher:
To enter and save information on this document, you must first save it to your hard drive. Click on the diskette icon in the tool bar or select the “Save as” option from the “File” menu.
Step 3 - Compare your current income to your current expenses
RESULTS Monthly ($) Annually ($)
1- INCOME UPON RETIREMENT
$
$
2- EXPENSES UPON RETIREMENT
$
$
3- RESULTS (Surplus or decit) $ $
The simulators are made available to you for information purposes and for personal use only. They give an approximate result based on the information you enter.
Desjardins does not guarantee their accuracy or their applicability to your circumstances. Do not hesitate to contact your caisse advisor for personalized advice.
If the result is positive
Now you know that, as of today, your government and personal retirement income is greater than your expenses.
Therefore, you’re able to save and probably shouldn’t have to withdraw from your personal savings unless there are
changes in your income or expenses (lower income, higher expenses, ination, etc.)
If the amount is negative
Your current expenses exceed your income. This negative amount gives you a good approximation of the amount
you’d have to withdraw from your personal investments to maintain your desired lifestyle. Y
our nancial planner can
use this information to give you valuable nancial projections on your personal situation and recommend the solution
best adapted to your situation.
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Your retirement budget (Desjardins Insurace)

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Completed 9 February 2021

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