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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The Potter Financial Group
1816 Front St Suite 220 • Durham, NC • 27705-2582
Phone: (919) 383-7421
Toll free: (800) 545-5830
 • Fax: (919) 383-6284
• info@potterfinancialgroup.com

 

Securities and Investment Advisory Services may be offered through NFP Securities, Inc. Member FINRA/SIPC.  

NFP Securities, Inc. is not affiliated with The Potter Financial Group.

 

Neither Benefit Services and Design nor Benefit Edge of the Carolinas are affiliated with NFP Securities, Inc. or The Potter Financial Group.

  

This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.