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.)

%
 
   
   
Ries Financial Group - financial advisor, financial planner, Bel Air, Harford County, Maryland, investments, retirement, estate, assets, portfolio
115A North Main Street • Bel Air, MD • 21014
Phone: (410) 809-6704
Toll-Free: (866) 578-1783
 • Fax: (410) 836-0869
• jennifer.snyder@stifel.com

 

 
 
Important Information:
  
1)This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor it is a solicitation of an offer to buy or sell any security.

(2)Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representatives and the broker-dealer or investment advisor they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state: (b) are excluded or exempted from the state's licenser requirements.

(3)Products and investment advisory services are offered through Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.
 
Investing involves risk, including the possible loss of principal invested.
 
www.stifel.com