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LIVING EXPENSES PAID MONTHLY PAID ANNUALLY
Mortgage or Rent
$
$
Property Taxes
$
$
Utilities
$
$
Insurance
$
$
Maintenance
$
$
Gardener/Household Help
$
$
Repairs/Miscellaneous
$
$
housing total:
$


$


Transportation to Work, Subways, Taxis
$
$
Gas/Maintenance
$
$
Car Insurance
$
$
Car Payment (s) Parking
$
$
transportation total:
$


$


Food / Beverages (in house)
$
$
Clothing
$
$
Furnishings
$
$
Personal Care / Cash
$
$
Medical/Dental/Drugs
$
$
living total:
$


$


Life Insurance
$
$
Health Insurance
$
$
Disability Income Insurance
$
$
insurance total:
$


$


Educ./Self-Improvement
$
$
Installation Payments
$
$
Dining Out
$
$
Recreation
$
$
Parties
$
$
entertainment total:
$


$


Vacations / Holidays
$
$
Charitable / Contributions
$
$
Miscellaneous
$
$
other total:
$


$


TOTAL LIVING EXPENSE
$
$


Securities and investments advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member of FINRA, SIPC. Annuity and insurance products offered through AXA Network, LLC and its subsidiaries. Capital Managemetn Group of New York is not owned or operated by AXA Advisors, LLC or AXA Network, LLC.