“The top reason people give for not purchasing coverage is that it is too expensive. Yet more than half of Americans overestimate the cost of life insurance three-fold.”
LIMRA
Budgeting Worksheet
Creating a budget and crafting a spending plan can significantly reduce uncertainty and stress, while also guiding you in achieving both your short-term and long-term financial objectives. Utilize this worksheet to assess your monthly income and expenses, giving you a clear picture of your financial situation, obligations, and the resources available to allocate towards your goals.