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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Investment Center located at Home State Bank
300 E 29th Street • Loveland, CO • 80538
Phone: (970) 622-2366 • Fax: (970) 622-2395
• kevin.dunnigan@investmentcenters.com natalie.shamley@investmentcenters.com

 

 

*Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

 

 

CFP®, CERTIFIED FINANCIAL PLANNER™ Professional and are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

Investment Centers of America, Inc. (ICA), member FINRA, SIPC, is not affiliated with Home State Bank.  Securities and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency, *not a deposit or other obligation of, or guaranteed by any bank or its affiliates, *subject to risks including the possible loss of principal amount invested.


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