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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Virginia, D.C. and Maryland Wealth Management | Signature Financial Partners, LLC

SFP – Vienna, VA

8607 Westwood Center Drive
3rd Floor
Vienna, VA 22182
tel: 703.893.2550
fax: 703.893.4595
www.sfpfinancial.com
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SFP Baltimore, MD

901 Dulaney Valley Rd
Suite 700
Towson, MD 21204
tel: 410.823.3399
fax: 410.823.4144
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SFP Bethesda, MD

6900 Wisconsin Avenue
Suite 506
Chevy Chase, MD 20815
tel: 301.320.2400
fax: 301.320.2401
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Signature Financial Partners, LLC is independent of John Hancock and Signator Investors, Inc.

8607 WESTWOOD CENTER DRIVE , 3RD FLOOR - VIENNA, VA 22182 - 703-893-2550

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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