Savings Goals  
Setting a goal is a crucial step in meeting your savings objectives. Do you have specific savings goals, or are you merely hoping you’ll have enough when the need arises? This calculator is designed to help you determine how much you need to save each year to meet your savings goals.
     

What is the total value of your savings? (Add up your bank accounts, investments, and other liquid funds. Do not include pension plans and home equity.)

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How much would you like to have in the future? (Try to match a specific savings goal with a dollar figure. This will provide greater meaning and motivation.)

$

How many years do you have to save? (Write down the time frame for your goal.)

What after-tax return do you expect on your investments (0 percent to 10 percent)? (Estimate the return on investments based on the time frame and the investment vehicles used for a particular savings goal. Remember to adjust for taxes.)

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CreativeFinancialProfessionals.com
4500 Westgrove Suite 356 • Addison, TX • 75001
Phone: 972-380-0063
Toll Free: 800-529-5740
Fax: 972-380-0097
• resnik_neil@nlvmail.com

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. Member FINRA/SIPC, 3600 N. Capital of Texas Highway, Building B, Suite 180, Austin, Texas 78746  (512) 266-1658.  Creative Financial Professionals and all other entities referenced are not affiliated with Equity Services, Inc., unless otherwise noted.

Neil Resnik is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Texas.  Neil is also licensed to offer life insurance and annuities in Texas.

This site is not a solicitation of interest in any of these products in any other state.

 


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