Monthly senior care budget worksheet

Add up monthly income and costs to see what kind of care is affordable, and for how long.

Download the printable PDF

Monthly income

Examples: Social Security, pension, annuity, VA benefits, long-term care insurance benefit, rental income.

Savings and assets that could help pay

Expected monthly costs

Examples: base rent, care level fee, medication management, incontinence supplies, pharmacy, insurance premiums, phone, personal spending.

Questions to bring to tours

• What is the base rate and what does it include?
• How are care fees set, and how often are they reassessed?
• How much notice before a rate increase?
• Is there a one-time community or move-in fee?

General information only, not medical, legal or financial advice. Programs and amounts change; confirm with the official source or a qualified professional.