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 12 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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ProEquities, Inc.
The Atrium
19200 Von Karman Avenue
Suite 400		 • Irvine, CA •

Mailing Address:
P.O. Box 1598,
Laguna Beach, CA 92652-1598

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Phone: (949)494-9849
Toll Free: (800)445-4627		 • Fax: (949)497-1565
www.FinancialHarmony.info • Mark@MarkAbas.com

 

 

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Mark Abas,  CFP® is a Registered Principal and Officer of Supervisory Jurisdiction & an Investment Advisor Representative of Investment Advisors, a Division of ProEquities, Inc., a Registered Investment Advisor and a Registered Broker-Dealer, member FINRA & SIPC. 
 
Financial Harmony, Inc. is independent of ProEquities, Inc.