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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Barone Miller Group - D.A. Davidson & Co.
608 Northwest Blvd, Suite 403 • Coeur d'Alene, ID • 83814
Phone: (800) 233-7588 • Fax: (208) 664-2588
• cbarone@dadco.com bmiller@dadco.com

Calculators are provided by Emerald Publications for our clients’ use. D.A. Davidson does not warrant the performance or reliability of these calculators. When considering investments, please remember that all investments have risk and past performance does not guarantee future results. We recommend consulting with appropriate investment, tax and legal advisors if you have questions.

Securities, investment services, annuity and insurance products offered through D.A. Davidson & Co., member FINRA/SIPC. D.A. Davidson & Co. and its affiliates do not provide tax or legal advice. Davidson Financial Consultants may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Neither the information, nor any opinion contained in this site constitutes a solicitation or offer by Davidson or its affiliates to buy or sell any securities, options or other financial instruments or provide any investment advice or service. Some content on this site is provided by a third party and may not necessarily reflect the expertise of this financial consultant(s).

These Financial Consultants are registered to sell Securities in the following states:
AZ,CA,FL,ID,LA,MI,MT,NJ,OR,TN,TX,WA.

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