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.)

%
 
   
   
Key Advisor Group Llc
The Key Building

31 Saulsbury Rd
Suite 1

Dover, DE 19904

302-735-9909



33718 Westcoat's Rd.

Lewes, DE 19958

302-645-4530
www.keyadvisorsgroupllc.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 500 Franklin Avenue, Unit 5, Berlin, Maryland 21811  (410) 629-0357  All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Edward Ghabour, Doher "Doug" Ferris Sr. and Michael Redmond are Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. and offers securities in Delaware, Maryland and Pennsylvania.  Joseph Ghabour is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Delaware and Maryland.

Edward Ghabour, Doher "Doug" Ferris and Michael Redmond are insurance-licensed in Delaware, Maryland and Pennsylvania.  Joseph Ghabour is insurance-licensed in Delaware and Maryland.


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