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.)

%
 
   
   
GARY I. COX
Gary I. Cox, CFP®
Cox Financial Consulting
15740 State Highway 83		 • Colorado Springs, CO • 80921-1519
Phone: 719-495-8100
or 303-905-0062 Denver Direct		 • Fax: 719-495-6911
• garyicox@walnutstreet.com

Gary I. Cox, CFP® , CERTIFIED FINANCIAL PLANNERTM practitioner, is a Registered Representative and Investment Advisor Representative of and offers securities and investment advisory services through Walnut Street Securities(WSS), member FINRA and SIPC. WSS is a registered investment advisor. Cox Financial Consulting is not an affiliate of WSS.  Securities activities are supervised from Walnut Street Securities, Inc. office at 7400 E. Orchard Rd., Suite 120, Greenwood Village, CO. 80111.  Telephone 720.488.6870.

               WSS Privacy Policy                        L0911210059  [exp1212]  AZ,CA,CO,FL,MA,NM,TX,VA