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 12 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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Lichtenstein Financial, LLC
25 New London Turnpike • Glastonbury, CT • 06033
Phone: 860-633-1662 • Fax: 860-657-9398
www.LichtensteinFinancial.com • staff@lichtensteinfinancial.com

 

25 New London Turnpike

Glastonbury, CT 06033

(Main Office)

44 Walbridge Road

West Hartford, CT 06119

110 Randolph Road

Middletown, CT 06457



*ADMITTED TO PRACTICE BEFORE THE INTERNAL REVENUE SERVICE     MEMBER/ASSOCIATE: NSPAuNAEAuCSEAuNATP

  ENROLLED AGENT ACCREDITED TAX ADVISOR

Securities offered through Securities America, Inc. Member FINRA/SIPC, Brian Lichtenstein, Registered Representative. Advisory Services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, Brian Lichtenstein, Investment Advisor Representative. The Securities America companies are not affiliated with Lichtenstein Mortgage LLC, Lichtenstein Tax Consultants LLC or Lichtenstein Financial LLC.