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.)

%
 
   
   
Moshides Financial Group
65 Bryant Woods South • Amherst, NY • 14228
Phone: 716-636-2525 • Fax: 716-636-2527
www.moshidesfinancial.com • JCM@MoshidesFinancial.com

 

John Moshides is a registered representative and an investment adviser representative of MetLife Securities, Inc. (MSI), member of FINRA/SIPC and a registered investment adviser. Insurance offered through Metropolitan Life Insurance Company (MLIC), New York, NY 10166 and other fine companies through the Enterprise General Agency, Inc.(EGA), Somerset, NJ 08873. Moshides Financial Group is a marketing name used by John Moshides. The EGA, MSI and MLIC are affiliated entities. 

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