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.)

%
 
   
   
Wells Fargo Advisors
Two International Place 20th Floor • Boston, MA • 02110
Phone: 617-330-2703 • Fax: 617-330-2750
• scott.finlay@wfadvisors.com

The Finlay Group of Wells Fargo Advisors

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (MA).

Investments in securities and insurance products:

  ARE NOT FDIC-INSURED ARE NOT BANK-GUARANTEED MAY LOSE VALUE  

 

Investment products and services are offered through Wells Fargo Advisors, LLC. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.

©2011 Wells Fargo Advisors. All rights reserved.

With respect to Envision® information, ©2001-2011 Wells Fargo Advisors, LLC, Financeware, Inc. and Wealthcare Capital Management IP, LLC, elements of the presentation and simulation results are under license from Financeware, Inc. & Wealthcare Capital Management IP, LLC – U.S. Patents 7,562,040, 7,650,303, 7,765,138 and 7,991,675 - Other U.S. and international patents pending. All Rights Reserved. Financeware, Inc.& Wealthcare Capital Management IP, LLC are separate entities and are not directly affiliated with Wells Fargo Advisors, LLC.

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