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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KeyBridge Insurance Services, Inc.
520 North 30th Street, Suite 16 • Quincy, IL • 62301
Phone: 217-223-5102 or toll free: 866-388-5102
Cell: 217-242-7162		 • Fax: 217-223-5170
• matroup@adams.net

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Material presented on this site is for general illustration and/or informational purposes only, and it is not to be construed as tax, legal or investment advice.  Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary; therefore, the information should only be relied upon when coordinated with individual professional advice.

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