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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Nationwide Financial Network
28 S. Waterloo Road Ste 203

PO Box 58		 • Devon, PA • 19333
Phone: 610-688-9898
Cell phone: 610-324-1079 		• Fax: 610-688-9897
• chandiz@chandizsmith.com

 

Federal income tax laws are complex and subject to change. The information on this webpage is based on current interpretations of the law and is not guaranteed. Neither the company nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.
Securities and Investment Advisory Services offered through Chandi Z. Smith, CFP CLU as a Registered Representative and Investment Adviser Representative of Nationwide Securities, LLC PO Box 183137, Columbus, OH 43218 (888) 753-7364.  A Registered Investment Advisor. Member FINRA, SIPC.  DBA Nationwide Advisory Services, Inc. in  AR, FL, IL, WV.  DBA Nationwide Advisory Services, in MA, NY, OK.  Representative of Nationwide Life Insurance Company, affiliated companies and other companies.

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