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.)

%
 
   
   
United Wealth Management Group, Financial Services

140 Main Street, Suite 400
Northampton, MA 01060
Tel: 413-585-5100
Fax: 413-585-5153

33 Westfield Street
West Springfield, MA 01089
Tel: 413-787-1257
Fax: 413-787-1285

94 Shaker Road
East Longmeadow, MA 01028
Tel: 413-788-3358
Fax: 413-525-7160
www.unitedwealthmanagementgroup.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC.

Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.

1250 Capital of Texas Highway,  Suite 125 Bldg 2; Austin, TX  78746+ 512.697.6000.  

NFP Securities, Inc. is not affiliated with the United Wealth Management Group. 

This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

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