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Overview
Most of us need to maintain a budget and track our household expenses and income. In addition, there are other important financial or legal matters to pay attention to. Here's a list of what most people include in a budget and important things to understand and track.
Income
- Earnings from a job
- Investment earnings
- Social Security Income
- Retirement or other
Expenses
- Mortgage or rent
- Utilities
- Insurance (home, auto, health, life)
- Home repairs
- Food
- Toiletries
- Clothing
- Communications: phone, internet, and television
- Transportation
- Children, grandchildren, and extended family
- Travel or vacation
- Miscellaneous or unexpected
Important financial and legal matters to track:
- Insurance policies
- Investments
- Retirement accounts
- Wills, trusts, and advance directives
- Social Security
- Medicare and/or Medicaid
- Alimony
