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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Lifetime Financial
1900 Campus Commons Drive
Suite 100		 • Reston, VA • 20191
Phone: (571) 201-8100 • Fax: (703) 537-8338
• scottvachal@lifetimeerpg.com

"Planning for Now and the Future" TM

This is not an offer nor solicitation to buy or sell securities of any type.  Scott Vachal is registered in the following states: Virginia, Maryland, District of Columbia, New Jersey, and South Carolina.  Securities and Investment Advisory Services are offered through Investors Security Company, Inc., 127 E. Washington Street, Suite 101, Suffolk, VA 23434.  Telephone (757) 539-2396.  A member of FINRA and SIPC.