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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Life Planning Group
The OMNI Building - 333 Earle Ovington Blvd - Suite 402 • Uniondale, NY • 11553
Phone: (516) 228-1000 ext 2537 • Fax: (516) 394-2590
• jwknox@htk.com

*Registered Representative of, and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc.,  (HTK), Registered Investment Adviser, Member FINRA/SIPC

333 Earle Ovington Blvd - Suite 402, Uniondale, NY 11553 (516) 228-1000

Life Planning Group is independent of Hornor, Townsend & Kent, Inc.  HTK is a wholly owned subsidiary of Penn Mutual.

Our representatives are insurance and securities licensed in our resident state of New York, as well as the following states:  New Jersey, Connecticut and Florida.  For additional licensing information please contact Life Planning Group at (516) 228-1000.  Not an offer or solicitation in any state where representatives are not licensed.

HTK does not offer tax, accounting, or legal advice.  Always consult a qualified advisor regarding your individual circumstances.

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