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.)

%
 
   
   
Michael Moffitt - Cornerstone Financial Group
604 W. Adams St. (Branch Office) • Creston , IA • 50801

641-782-5577

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2910 Westown Parkway,
Suite 300
West Des Moines, IA 50266

515-251-4515,




Or 800-827-5577 throughout Iowa

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• Fax: 641-782-4104
• mikem@cfgiowa.com

Information contained herein is based on sources believed reliable, but is not guaranteed and is not to be construed as an offer or the solicitation of an offer to buy or sell products mentioned herein.


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