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.)

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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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NL Financial Alliance
733 Third Ave, Suite 200 • New York , NY • 10017
Phone: 646-898-3555 • Fax: 646-898-3556
• roger@rogersoo.com


 

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, 733 Third Ave., Suite 200 New York, NY 10017, Tel:212-986-0400.  All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Roger Soo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in CA, CT, HI and NY.  Roger Soo is insurance-licensed in the states of NY, NJ, CA (license#0650657) CT, HI, RI, CO, DE, FL, NV, PA, TX, and VA.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.