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.)

%
 
   
   
Bank Financial Wealth Management Department
15W060 North Frontage Road • Burr Ridge, IL • 60527
Phone: 630-242-7113 • Fax: 630-242-7840
• kenneth.loebel@primevest.com

Securities and insurance products are offered by PrimeVest Financial Services, Inc., a registered broker-dealer and licensed insurance agency, member FINRA/SIPC. PrimeVest is not affiliated with the financial institution where investment services are offered.  Advisory services may only be offered by Investment Adviser Representatives in connection wiht an appropriate PrimeVest Advisory Services Agreement and disclosure as provided. 

Investment products are:

View PrimeVest Privacy Policy and other Important Information

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

 

 

[ Online Privacy Policy | Other Important Disclosures | Business Continuity ]