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.)

$

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.)

%
 
   
   
Matt Westfall, Centrepoint Wealth Management | Nebraska fee-based investment advisory and financial planning services based in Grand Island, Nebraska
3280 Woodridge Boulevard, Ste. 100 • Grand Island, NE • 68801
Phone: 308.398.1174

Securities and adviisory services offered through National Planning Corporation, Member FINRA/SIPC, a Registered Investment Advisor. Centrepoint Wealth Management is not affiliated with the National Planning Corporation (NPC), National Planning Corporation of America (NPCOA) in Florida and New York. © 2009 Centrepoint Wealth Management. All rights reserved.  This website is neither an offer to buy nor a solicitation to sell securities.  Representative is licensed to discuss and/or sell securities in the following states:  NE, IA, KS.  Representative is licensed to discuss and/or sell insurance in the following states: NE, IA, KS.


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