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.)

%
 
   
   
MBK Financial Services, LTD
32 West Burlington Avenue
Suite 6
 • Westmont, IL • 60559
Phone: (630) 737-1727
(800) 960-0625		 • Fax: (630) 737-1725
• Kline_Michael@nlvmail.com

*Securities and investment advisory services are offered through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 19 South LaSalle Street, Suite 701, Chicago, Illinois  60603  (312) 236-2500  MBK Financial Services, Ltd. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Michael Kline is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Illinois. He is also insurance-licensed in Illinois.


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