Cost Comparison Worksheet

This worksheet is provided for you to evaluate some of the current and future expenses of living in you own home or apartment, compared with the expenses of living at Shelburne Bay.

printable worksheet (pdf)

  

Average Monthly Budget for Two People

 

Your Present Cost

YOUR COST AT SHELBURNE BAY

Housing

Rent or mortgage payment

$1,000 $ Monthly fee

Building insurance

50.00 $ Included

Tenant's insurance (possession, etc)

25.00 $ $

Utilities

Heat/Air Conditioning

125.00 $ Included

Electric/Gas

100.00 $ Included

Water/Sewer

100.00 $ Included

Telephone

40.00 $ $

Cable TV

50.00 $ $

Home Maintenance

$

General maintenance & services

50.00 $ Included

Major repairs & replacement

75.00 $ Included

Trash collection, yard care, snow removal

150.00 $ Included

House cleaning & linen laundering weekly

100.00 $ Included

Redecoration & replacement

25.00 $ Included

Taxes

$

Real Estate

300.00 $ Included

Other

$ $

Food

600.00 $ Included*

Personal Care

$

Care required for short and long-term illnesses

$ Included**

Transportation

$

Car payment

300.00 $ Included

Car maintenance (gas, repairs, insurance, etc.

200.00 $ Included

Entertainment & Recreation

100.00 $ $

Other Personal Expenses

100.00 $ $
TOTAL $3,490.00 $ $
  
 
* Two meals daily for Independent Living; three meals daily for Residential Care and Memory Care.
** For Residential Care and Memory Care residents, up to 45 minutes per day of services are included in the monthly fee.