Senior Living Affordability Calculator



The affordability calculator helps you estimate your income and your expenses in your current home, and identifies what services and costs are included in the monthly service fee of the Brookdale community of your choice.

STEP ONE:

  • Identify monthly income and enter the amount into each applicable category below:


Income Work Table
(complete all that apply)
Pensions & Retirement: $
Insurance Income: $
Social Security: $
Annuities: $
Investment Income: $
Other Income: $
Do you own a home or condominium?
If so enter approximate value here:



$
Income from Home*: $
Total Income: $
*This number estimates the amount of income the proceeds of your home would produce monthly if invested with a 5% return and divided by 12.





STEP TWO:

  • Select the property for comparative purposes and click "Get property data."



STEP THREE:

Monthly Expense Work Table
Please complete all that apply;
(contact the community for specific details on what is included in the monthly service fee.)



HOMEOWNERS
(Your cost monthly)
INCLUDED AT
(Select a community in step 2)
UTILITIES:
Water/Sewer/Trash $ Yes
Electricity/Natural Gas $ Yes
Telephone $ No
Cable TV $ No


HOUSING COST:
Rent $
-OR-
Yes
Income From Home** $ No
Insurance Fire/Home Owner $ Yes


TAXES:
Real Estate $ Yes


HOUSEKEEPING/SECURITY:
House Cleaning $ Yes
Building Monitoring System
(emergency response, security etc.)
$ Yes
Laundry $ Yes


DINING SERVICES:
Daily Meals $ Yes


MAINTENANCE:
Home Repair & Lawn Maintenance $ Yes
Periodic Redecorating $ Yes
Snow Removal $ Yes
Association Fee $ NA
Transportation $ Yes


PERSONAL:
Entertainment, Social & Cultural Activities $ Yes
Health & Fitness Programs $ Yes



GRAND TOTAL   $ From $1995 up

**Income from home calculation is considered an expense, because the money in your home is not invested and therefore not creating income for you.









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