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.)

%
 
   
   
California Financial Works
Suzonne P. Slaughter
CA License No.0B42686

1801 S Excise Avenue
Suite 116
• Ontario, CA • 91761
Phone: 866.400.4285 • Fax: 909.390.8802
www.CaliforniaFinancialWorks.com • suzonne.slaughter@rgaassoc.com

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 1801 South Excise Avenue, Suite 116, Ontario, CA  91761, 909-390-0809, Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies.  California Financial Works is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.  

Such investments will fluctuate in value and are subject to investment risks including loss of principal.  Before proceeding, please be advised that at present Suzonne Slaughter holds FINRA securities series licenses 6, 7, 24, 63 and 65 and is registered with seven (7) U.S. states and territories to offer investment products.  Her California Insurance License number is 0B42686

Privacy Policy