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.CornerstoneFG.com
51 Main Street • Succasunna, NJ • 07876
Phone: 973-584-0031 • Fax: 973-584-3566
• alan@cornerstonefg.com

51 Main Street

Succasunna, NJ 07876

973-584-0031

fax 973-584-3566

*Securities and investment advisory services offered through Hornor Townsend & Kent, Inc., (HTK), A Registered Investment Advisor, Member FINRA, SIPC

105 Fieldcrest Avenue, 5C
Edison, NJ 08837  (732) 225-0777
 

Cornerstone Financial Group, Inc., is independent of HTK.  HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company and does not offer tax or legal advice.

Our representatives are insurance and securities licensed in our resident state of NJ, and NY.  For additional licensing information please contact Alan Meckler at 973-584-0031.  This is not an offer or solicitation in any state where representatives are not properly licensed or registered.

A1RB-1130-03

 

 

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