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.)

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Carlson Financial Services
4801 Hargrove Road
Suite 10		 • Raleigh, NC • 27616
Phone: (919) 873-9696 • Fax: (919) 876-1708
• rcarlson@carlsonfinancialservices.com


Carlson Financial Services, LLC


 

4801 Hargrove Road, Suite 10  Raleigh, NC 27616    

   Phone: (919) 873-9696 

Fax: (919) 876-1708


 

Securities & Investment Advice offered  through G.A. Repple & Company - Registered Broker/Dealer & Investment Advisor Member FINRA, SIPC - 101 Normandy Road, Casselberry, FL 32707-  Ph (407)339-9090 FAX (407)339-9091.


 

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