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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Pacific Capital Resource Group, Inc.
10900 NE 8th Street
Suite 1550		 • Bellevue, WA • 98004
Phone: 425-641-8788 Ext. 249 • Fax: 425-641-8778
• kfukuchi@htk.com

 

Registered Representative of, and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc. a Registered Investment Advisor, member FINRA/SIPC.  Pacific Capital Resource Group, Inc., is independent of Hornor, Townsend & Kent, Inc.  Pacific Capital Resource Group is a licensed independent insurance agency.  HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.

A0CD-0910-04
 

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