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.)

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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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CAPITAL INVESTMENT MANAGEMENT
740 NW Blue Parkway, Suite 301 • Lee's Summit, MO •
64086
Phone: 816-246-1212
Toll Free 888-307-3878		 • Fax: 816-246-9959
www.cimretirementpros.com •
capitalinvestment@cimretirementpros.com

Securities offered through Securities America, Inc., member FINRA, SIPC.
Advisory Services offered through Capital Investment Management
VanDeusen, Garrison, & Schuster, Registered Representatives.
740 NW Blue Parkway, Suite 301, Lee's Summit, MO 64086, (816) 246-1212
Capital Investment Management, Inc. and Securities America are separate entities. 

Capital Investment Management is Securities Licensed in the following states:

Arkansas, Arizona, Colorado, Florida, Georgia, Iowa, Illinois, Kansas, Louisiana, Massachusetts, Minnesota, Missouri, Montana, New Mexico, Oklahoma, Texas, Virginia, Washington, West Virginia.

Capital Investment Management is Insurance Licensed in the following states:

Arkansas, Arizona, Florida, Iowa, Illinois, Kansas, Missouri, Oklahoma, Texas, Washington and West Virginia