Check the background of this financial professional on FINRA's BrokerCheck
Name Phone Email

LIVING EXPENSES PAID MONTHLY PAID ANNUALLY

HOUSEHOLD EXPENSES

 
Mortgage or Rent
$
$
2nd Mortgage or Home Equity Loan
$
$
Property Taxes
$
$
Maintenance (Condo, Co-op, Townhouse)
$
$
Repairs/Upkeep
$
$
Electricity
$
$
Oil Gas
$
$
Water, Garbage Removal
$
$
Cleaning Service
$
$
Lawn Service
$
$
Home Supplies
$
$
Home Owner/Renters Insurance
$
$
Cable/Internet/Home Phone
$
$
Other/Misc
$
$
HOUSEHOLD total:
$


$


LIVING EXPENSES EXPENSES

 
Laundry/ Dry Cleaning/Shoe Repair
$
$
Clothing
$
$
Technology Purchases (e.g. phone, tablet)
$
$
Monthly Cell Phone
$
$
Grooming
$
$
Groceries
$
$
Personal Supplies/Toiletries
$
$
Retail/Food Memberships (ie, Costco)
$
$
Furnishings
$
$
Cash
$
$
Other/Misc
$
$
LIVING EXPENSES total:
$


$


PET EXPENSES

 
Pet Insurance
$
$
Pet Medical Co-Pay & Deductible
$
$
Pet Food
$
$
Pet Grooming
$
$
Other/Misc
$
$
PET total:
$


$


INSURANCE EXPENSES

 
Medical Co-Pay/Deductible/Out of Poc
$
$
Vision Co-Pay/Deductible/Out of Poc
$
$
Prescription Co-pay/Deductible
$
$
Dental Co-Pay/Deductible/Out of Pocket
$
$
Life Insurance Premium
$
$
Disability Income Insurance Premium
$
$
Long Term Care Insurance Premium
$
$
Umbrella Insurance Premium
$
$
Other
$
$
INSURANCE total:
$


$


AUTOMOBILE AND TRANSPORATION EXPENSES

 
Car Payment
$
$
Car Insurance
$
$
Parking
$
$
Tolls
$
$
Warranty
$
$
Repairs/Maintenance
$
$
License/Registration
$
$
Subscription Services (AAA & Other)
$
$
Gasoline
$
$
Subway/Metronorth/LIRR/Other
$
$
Taxis
$
$
Other
$
$
AUTOMOBILE AND TRANSPORATION total:
$


$


FAMILY CARE EXPENSES

 
Day Care
$
$
Home Care (Nanny, Babysitter)
$
$
After School Program
$
$
Summer Programs
$
$
Tuition
$
$
Allowance
$
$
Activities
$
$
Children Clothing
$
$
Other Dependent Care
$
$
Parent Care
$
$
Other/Misc
$
$
FAMILY CARE total:
$


$


DISCRETIONARY EXPENSES

 
Parties/Events/Recreation/Hobbies
$
$
Gifts (Birthdays, Wedding, Holiday etc)
$
$
Dining Out/Ordering In
$
$
Alcohol & Tobacco
$
$
Education
$
$
Subcription Services (e.g. amazon)
$
$
Streaming Services (Music/TV)
$
$
App Purchases
$
$
Gym/Trainer/Fitness Classes
$
$
Supplements/Vitamins
$
$
Professional/Social dues
$
$
Professional Services (massage, facial, etc)
$
$
Publications
$
$
Charitable Donations
$
$
Religious Contributions
$
$
Traveling/Vacations (lodging, flights, transportion, activities, dining, etc)
$
$
Other/Misc
$
$
DISCRETIONARY total:
$


$


INSTALLMENT PAYMENTS EXPENSES

 
Credit Cards
$
$
Student Loans
$
$
Personal Loans
$
$
Other Debt
$
$
INSTALLMENT PAYMENTS total:
$


$


TOTAL LIVING EXPENSE
$
$

SAVINGS AND INVESTING

 
Savings/Checking/CD
$
$
Health Savings Account (HSA)
$
$
401K, 403B, 457 Contributions
$
$
Roth 401K Contributions
$
$
Traditional/Roth IRA Contributions
$
$
Non Retirement Investment Accounts
$
$
Other (529, UTMA, Trusts, etc)
$
$
Other
$
$
SAVINGS AND INVESTING total:
$


$




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.