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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Executive Planners Nc
30 Green Acres Avenue • Brevard, NC • 28712
Phone: 828-877-8626 • Fax: 828-966-3994
• janet@executiveplannersnc.com

Janet Metzinger and Rick Slone are Investment Advisor Representatives with Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC and Registered Investment Advisor.  Non-Securities Products are not offered through TFA.  TFA is not affiliated with Executive Planners NC, Inc.  Neither TFA nor its representatives provide legal, tax, nor accounting advice.  Persons who provide such advice do so in a capacity other than as a registered representative of TFA.

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Janet Metzinger is registered to sell Securities in the following states:

California, Colorado, Florida, Georgia, Iowa, Indiana, North Carolina, New York, Pennsylvania, South Carolina, Wisconsin.

Rick Slone is registered to sell Securities in the following states:

Illinois, Indiana, North Carolina and Texas..

 

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