Tools - income and expenses worksheets

Part of a successful financial planning exercise is to take a good look at your present situation. You should estimate how much you expect to receive from all your income sources. Your personal savings will need to make up any shortfall to reach your desired retirement income.

You can use these income and expense worksheets to help you understand your present situation, as well as what you can expect to have in retirement.

Review the Financial and retirement planning tools brochure for more information and useful resources on planning for retirement.

You may wish to discuss your retirement plans and retirement planning options with a personal financial advisor. You are responsible for any costs associated with seeking such advice. If you don't have a financial advisor, the Employee Assistance Program (EAP) can help you.