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.)

%
 
   
   
Jay Maffe www.maffefinancialgroup.com

Hartford, CT:
333 East River Drive, Suite 401		 • East Hartford, CT • 06108
Phone: (860) 290-8788
Fax: (860) 290-8822

Fairfield, CT:
187 Danbury Road, Suite 1E
Wilton, CT 06897
Phone: (203) 803-1866
Fax: (203) 803-1867

Manchester, CT:
160 Chapel Road, Suite 301
Manchester, CT 06040
Phone: (860) 647-7919
Fax: (860) 647-7818

Providence, RI:
875 Centerville Road, Building One
Warwick, RI 02886
Phone: (401) 828-2090
Fax: (401) 828-1548

Newton, MA:
Two Newton Executive Park, Suite 200
Newton, MA 02462
Phone: (617) 965-7777
Fax: (617) 965-7017

Boston, MA:
35 Braintree Hill Office Park, Suite 102
Braintree, MA 02184
Phone: (781) 848-0015
Fax: (781) 848-0024

Altoona, PA:
1798 Plank Road, Suite 301
Duncansville, PA 16635
Phone: (814) 696-1100
Fax: (814) 696-1178

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  a Broker/Dealer and Registered Investment Adviser, 333 East River Drive, Suite 300, East Hartford, Connecticut  06108  (860) 290-8788  Maffe Financial Group, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.  Offices listed in the Afiiliated Offices section are independent of Equity Services, Inc.


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