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.)

%
 
   
   
Lighthouse Financial Strategies
8725 Rosehill Road
Suite 320		 • Lenexa, KS • 66215
Phone: Jim 913-322-0006
Phone: Rick 816-537-5148
Phone: Gardner 913-322-0006
 • Fax: Jim 913-322-0007
Fax: Rick 816-537-9964
Fax: Gardner 913-322-0007
• jguyot@LighthouseStrategies.com
rbain@LighthouseStrategies.com
glee@LighthouseStrategies.com

Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor.  Securities are offered through CFD Investments, Inc., member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600.  Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor CFD Investments, Inc.