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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Livingston Financial Group
2 Locust Lane
Suite 306		 • Westminster, MD • 21157
Phone: 800.752.8992 • Fax: 443.433.0747
• info@LivingstonFederal.com

Registered Representatives of, and securities, advisory services and certain insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered investment advisor and affiliated insurance agencies.  INVEST is not affiliated with Livingston Financial Group. Livingston is a division of Livingston Financial Group and is not a broker dealer. 

This website may contain concepts that have legal, accounting and tax implications.  It is not intended to provide legal, accounting, or tax advice.  You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.  No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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