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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The Neely Group
4 Village Park Drive, Suite 170 • Grove City, PA • 16127
Phone: 724.458.5090 • Fax: 724.458.5020
www.neelygroup.com • mail@neelygroup.com

William T. Neely and Aaron H. Stanley are registered representatives offering securities through Walnut Street Securities, Inc. (WSS) Member FINRA & SIPC. Neither The Neely Group or Vantage Financial Group are subsidiaries or control affiliates of WSS. Neither Walnut Street Securities nor its representatives offer tax or legal advice.  Please consult your tax advisor or attorney for guidance.  While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether.

Investment transaction instructions are not to be transmitted via email.  Please contact our office and speak to an account representative.