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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Chicago Investment Advisory Council, Inc.
1601 E. Main St., Ste 1C • St Charles, IL • 60174
Phone: 630-444-1410 • Fax: 630-444-1441
• jdavis@ciacinc.com

 

Securities offered through J.W. Cole Financial, Inc.  Member FINRA/SIPC.  Investment advisory services offered through Chicago Investment Advisory Council, Inc. (CIAC). 

CIAC and J.W. Cole Financial are separate and unrelated companies. 

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with CIAC are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Please note that not all of the investments and services mentioned may be available in every state. 

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