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.)

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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.)

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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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Laubach & Regnell Financial Services, LLC
8720 Georgia Avenue
Suite 1000		 • Silver Spring, MD • 20910
Phone: 301-588-6610 • Fax: 301-588-6620
• info@lrfinancial.net

Anthony Laubach is an Investment Advisor Representative with Securities and Investment Advisory services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and Registered Investment Advisor.   Non-security products and services are not offered through TFA.  TFA is not affiliated with Laubach & Regnell Financial Services, LLC. 

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Anthony Laubach is licensed to sell securities in California (CA), Maryland (MD), Tennessee (TN), Virginia (VA), Washington (DC), Pennsylvania (PA). This website should not be considered a solicitation in any other state.

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