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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www.carolinacg.com
T. Lee Eubanks, CFP, CLU, CWS
1550 Ebenezer Road		 • Rock Hill, SC • 29732
Phone: Local @ 803-325-2455
Toll Free at 888-709-1827 		• Fax: 803-325-2456

Serving
Rock Hill, Fort Mill, Chester, Clover, York, Tega Cay in York County.
Chester, Lancaster, Indianland in Chester and Lancaster Counties.
Greenville, Spartanburg, Landrum, Cowpens, Union, Anderson and Gaffney, SC

Charlotte, Pineville, Ballantyne, Mint Hill, Matthews, Waxhaw, Monroe, Gastonia, Belmont, Kings Mountain, Shelby, Brevard, Asheville, Hendersonville in North Carolina.

Clarksville, Clayton, Cornelia, Helen, Livonia in North Georgia.
• leubanks@1stallied.com

Registered Representative offering Securities through First Allied Securities, Inc.  A Registered Broker/Dealer   Member FINRA/SIPC

Investment Advisor Representative offering services offered through First Allied Advisory Services, Inc.

This information is intended for use only by residents of SC,NC,GA,FL MI,VA and CA. Securities related services may not be provided to individuals residing in any state not listed above.
 

 

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