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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Insured Wealth Management, LLC
6860 N. Dallas Parkway
Suite 200
Plano, TX 750246
972-381-2778

6800 Heritage Parkway
Suite 200
Rockwall, TX 75087
972-412-6064
Phone: 972-381-2778 Plano Office
972-412-6064 Rockwall Office		 • Fax: 972-265-7937
• info@insured-wealth.com