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.)

%
 
   
   
Hendrixson and Associates, Inc.
Green Tree Office Plaza
Suite 203A, 40 Lloyd Ave.
Malvern, PA 19355		 • Malvern , PA • 19355-1300
Phone: 610-647-3866or 888-323-5155 • Fax: 610-647-3877
• Michael.Hendrixson@LFG.com Richard.Pinola@LFG.com

Mike Hendrixson* is securities licensed in CA, DE, FL, GA, ME. MA, MD, MO, NC, NJ, NV, OH, OR, PA, TX, UT, and VA.. He is Life Insurance licensed in CA (CA Insurance License #OA08677), CT, DE, FL, GA, KS,MA, MI, MD,MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, and VA.

Ric Pinola* is securities licensed in CA, CT, DE, DC, FL,  GA, MD, NJ, NY, PA ,  and VA.. He is Life Insurance licensed in CT, DE, NJ, PA, TN

 

*Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Firm disclosure information available at www.LFG.com.     Lincoln Financial Network is a marketing name for Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.  CRN:  200910-2035565.