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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Molyneaux Risk Solutions molyneaux.pfyfn.com
100 Kirkwood Blvd. (corner of Kirkwood and Brady Street) • Davenport, IA • 52803
Phone: 563/324-1011 • Fax: 563/324-7909
molyneaux.pfyfn.com • roger@molyneaux.com -or- sharon@molyneaux.com
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Mutual funds, stocks, bonds, annuities and other investments available through ProEquities, Inc., member FINRA/SIPC.  It is important for investors to understand that such investments fluctuate in value and are subject to investment risks including loss of some or all of the principal.