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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Jim Barlow Advisors
2317 North Hill Field Road Suite 102 • Layton, UT • 84041
Phone: 801-773-1644
Toll Free 888-740-0250		 • Fax: 801-773-1574
• jim@jimbarlowadvisors.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.


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Investment and Insurance products and services from this representative(s) available to residents of Utah and Idaho. (Some of our representatives may be registered in other states. Please call contact our office to inquire about your state.)


Jim Barlow Advisors is not affiliated with Financial Network Investment Corporation

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