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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My Reliance
3400 Croasdaile Dr., Suite 206 • Durham, NC • 27705
Phone: 919-489-1720 • Fax: 919-489-2786
• info@mybpginc.com

 Reliance Financial Group, Inc. - 3400 Croasdaile Drive, Suite 206 - Durham, NC - 27705
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Reliance Financial Group, Inc. is a fee based registered investment advisory company licensed in the state of North Carolina. The information presented herein is for informational purposes only and does not constitute an offer to sell securities or investment advisory services. Such an offer can only be made in North Carolina or any state where an exemption from notification is currently available under the de minimis exemption rule.
The investment advisor is an independent advisor and receives no compensation from any corporations, brokerage houses, organizations or special interest groups by making recommendations to purchase any of the investment products used. The advisor is a fee-only advisor and receives no commissions for client trades.