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Expense Comparison Worksheet

For most families, cost is a key consideration when thinking about moving an aging parent to a senior living community. You may be surprised to learn that many older people spend more money living alone and paying separately for mortgage or rent, utilities, groceries, home care and transportation, than they would by joining a senior living community. This worksheet will help you compare your current living expenses with that of a senior living lifestyle.

 
Current Monthly Expenses
Your Present Home
Atria
1
Mortgage, Rent or Atria Fees
$  
$  
2
Utilities (Electricity, Gas, Water, Sewer, Trash Removal)
$  
Included (for most communities)
3
Property Tax and Insurance
$  
Included
4
Home or Renter's Insurance
$  
$  
5
Yard Care & Landscape Maintenance
$  
Included
6
Weekly Housekeeping
$  
Included
7
Maintenance & Home Repairs
$  
Included
8
24-Hour Security
$  
Included
9
Laundry Services (Washer & Dryer)
$  
Included
10
Transportation(Insurance, Gas, Registration, Repairs)
$  
Included
11
Three Meals Daily
$  
Included
12
Social, Cultural, Recreational Events
$  
Included
13
Health and Wellness
$  
Included
 
24-Hour Emergency Call Service
$  
Included
 
Exercise Programs
$  
Included
 
Full-time Activities Staff
$  
Included
14
Subtotal
$  
$  

 
Potential Income from Sale of Home
15
Net Proceeds from Sale of Home*
$  
Included
16
Invest at Current Market Rate, e.g. (line 15 X 6%)
$  
Included
17
Monthly Investment Income from Home Sale (line 16 divided by 12)
$  
Included
18
Total Current Monthly Expenses Plus Potential Income from Sale of Home (line 14 + line 17) vs. Atria Fees
$  
$  

*It may be helpful to consult tax and financial advisers to determine this amount which represents the market value of your home less any outstanding mortgage, all sales related costs and any applicable taxes.

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We want to hear from you. Call a nearby Atria community today and find out if Atria is right for you or your loved one.

What Atria Offers

* Independent living for older people who want to connect with peers and enjoy an active lifestyle.
* Assisted living for people who need help with daily tasks like showering, dressing and managing medication regimens.
* Memory Care - Life Guidance®, a secure and caring environment for people with memory impairment.
* Temporary/Retreat stays—short-term stays for trial periods, vacation or hospital recovery.

What People are Saying

  • Kennebunk_Blago.jpg

    As the day ends, bedtime approaches and I give thanks for my many blessings, comforts of home and no worries. The Atria staff keeps me safe, fed, and happy. They see to all my needs, whatever they may be.

    Josephine B.
    Atria Kennebunk

  • Covell-Jenkins.jpg

    I love the joy of the people who live here, as well as the warmth of the friendships that I have developed. I also love that there are still programs and occasions that I have not yet experienced. Fresh air, friends and exercise – what more could you ask for?

    Alec J.
    Atria Covell Gardens

  • Collwood_Clapp.jpg

    I feel we are not just residents. We are a community and we care about each other, it does not get any better than that.

    Jeanne C.
    Atria Collwood

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