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.)

%
 
   
   
Financial Planning Strategies, Don Leander, CFP
6645 Delmonico Blvd., Suite 101 • Colorado Springs, CO • 80919
Phone: 719-266-5335 / 800-375-9850
• DonLeander@gmail.com

 

Required Disclosure: Don Leander is primarily a fee-only financial adviser (dba: Financial Planning Strategies) and a registered investment advisory firm, and is not employed by any brokerage firm. Schwab Institutional is the primary brokerage recommended to provide client statements, online services, and securities transaction clearing.  Don is also a licensed insurance agent, and when requested, will work for clients as an independent agent recommending various kinds of insurance or annuities, when appropriate, which can result in commission compensation.  A copy of Don Leander's disclouure brochure (Form ADV Part II) is available upon request.  Don Leander is available to work with a limited number of clients in all 50 states, but primarily focuses on clients in the states of Colorado and Texas.

 

Privacy Policy