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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FIRST FINANCIAL RESOURCES
125 Mason Street • Greenwich, CT • 06830
Phone: (203) 661-9191 • Fax: (203) 661-1166
www.1FinancialResources.com • info@1financialresources.com

 

First Financial Resources

 

 
 First Financial Resources is a subsidiary of National Financial Partners Corp., (NFP).
 
The named individuals offer securities and investment advisory services through AXA Advisors, LLC (NY 212 314-4600, member FINRA, SIPC and offers annuity and insurance products through AXA Network, LLC and its affiliates. 
 
First Financial Resources and NFP are not ownder or operated by AXA Advisors or AXA network.