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.)

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Selective Benefits Group
17 Wilrich Glen • Morristown, NJ • 07960
Phone: 646-820-401k • Fax: 973-359-8822
• abluestone@sbgroup.com rbrown@sbgroup.com

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Selective Benefits Group are not affiliated. Additional products and services may be available through Andrew S. Bluestone, Richard L Brown, or Selective Benefits Group that are not offered through AIC.

Representitives of AIC do not provide tax or legal advise. Please consult your tax advisor or attorney regarding your situation. This is not an offer of securities in any Jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representitve. Read it carefully before you invest or send money. Securities products are limited to residents of NY, NJ, CT, PA, CO, NM, SC, UT, and FL.