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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Jerry W. Wilk, P.F.P. Financial, Investment & Retirement Planning in Irvine, CA
17848 Skypark Circle • Irvine, CA • 92614-6401
Phone: (949) 250-9990
(800) 316-3138		 • Fax: (949) 250-9992
• jerry.wilk@natplan.com

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Jerry W. Wilk is a Registered Representative. Securities and advisory services offered through NATIONAL PLANNING CORP.  (NPC), NPC of America in FL & NY, member FINRA/SIPC, a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state, Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

 


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