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.)

%
 
   
   
DDownsFinance
243 A Shipley Street • San Francisco, CA • 94107
Phone: 415-875-9427
Toll free 888-792-6580
Cell phone: 510-388-9305 		• Fax: 415-875-9427
• denisedowns@ddownsfinance.com

 

Securities and advisory services offered through KMS Financial Services Inc.,  
2001 Sixth Avenue, Suite 2801, Seattle, WA  98121-9833  (206) 441-2885 

Investment regulations including SEC and FINRA (www.finra.org) registration requirements limit the dissemination of information on investments and services.  Therefore, access to this site is intended for and limited to individuals residing in the states in which Denise Downs is FINRA and/or SEC Registered or exempt.  Denise is a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states.  This office, through Denise Downs, is registered for securities business with residents of CA, WA, MT, AK, and VA.  Likewise, fee-based advisory services are available to residents of CA and WA.  By proceeding further you acknowledge that you have read the disclosures above and that you area a resident in a state in which we are registered to conduct business.   

 

 

 

 

 

 

 

 

"Securities and advisory services offered through KMS Financial Services, Inc." 

Past performance is not indicative of future results.

 

Privacy Policy