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.)

$

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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Financial Planner NJ | James G Rinkewich CPA NJ Financial Planner
Park Village Office Complex
53 Village Court		 • Hazlet, NJ • 07730
Phone: 732-739-3710 • Fax: 732-739-0074
• cpa@rinkcpa.com

James G Rinkewich CPA  is a registered representative registered to transact business with clients in NJ, MA, and FL.  James G Rinkewich CPA is an Investment advisor representative licensed in NJ, MA, and FL.  James G Rinkewich CPA is also an insurance agent licensed in New Jersey.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.  Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

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