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.)

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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.)

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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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Stafford Wealth Management, LLC
2538 Anthem Village Drive, Suite 135 • Henderson, NV • 89052
Phone: (702) 433-2008 (Toll-Free) (800) 294-2455 • Fax: (702) 433-2009
• bill@staffordwealthmanagement.com

 

William Stafford is an Investment Advisor Representative of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., PO Box 64284, St. Paul, MN 55164 (800) 800-2638, Member FINRA, SIPC and Registered Investment Advisor. Stafford Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities.
 
Services are available only in states where we are licensed to do business. Licensed to sell Variable Products and Life Insurance in  AZ, CA, CO, MA, NV, VA, WV, and UT.  Securities licensed in AR, AZ, CA, CO, FL, MA, NV, NY, OK, OR, UT and WA.