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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LS Ross CPA's & Financial Services
3590 Cherokee Street Ste. 403
 • Kennesaw, GA • 30144
Phone: (770) 792 2233
 • Fax: 770 792 2243
www.lsrosscpa.com • RichardRoss@lsrosscpa.com


Richard Ross and Jennifer Dorward are registered representatives registered to transact business with clients in Georgia. Richard is also registered in Kentucky, North Carolina, Indiana, Arkansas and Florida and he is advisory licensed in Georgia. Richard Ross and Jennifer Dorward are insurance agents licensed in Georgia. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC,
Advisory Services offered through H.D. Vest Advisory Services SM,
non-bank subsidiaries of Wells Fargo & Company,
6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency are not deposits of or guaranteed by the bank or any bank affiliate may lose value

LS Ross CPA's & Financial Services is not a registered broker/dealer or independent investment advisory firm.