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December 13, 2020

7 Budget Categories When Planning For Retirement

The 7 primary budget categories are:

  1. Housing
  2. Loans & Liabilities
  3. Food & Personal Care
  4. Insurance & Medical
  5. Vehicles and Transportation
  6. Travel & Entertainment
  7. Giving & Misc

Below are a few examples of expenses that would be included in the Housing category:

  • Real Estate
  • HOA Dues
  • Electric
  • Garbage
  • Water
  • Sewer
  • Natural Gas
  • Cable
  • Internet
  • Cell Phone
  • Home Phone
  • Security System
  • Home Improvements
  • Furniture
  • Yard Maintenance

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Below is a video with all of the expenses in each category:

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