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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WaterSeed Wealth Management Ltd
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 • Naperville , IL • 60563
Phone: 630 799 1566 • Fax: 630 839 0223
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*Securities and Advisory Services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 220 N. Main St. Suite 400, Davenport, IA 52801   ph563.326.2064  fx 563.326.2159

Currently Thea Reynolds is securities licenced in: Arkansas, Colorado, Florida, Illinois, Indiana, Kansas, Maine, Massachusetts, Michigan, Minnesota, Mississippi, New Jersey, Texas, and Wisconsin.

This communication is strictly intended for individuals residing in the states listed above, where this registered representative is licensed to conduct securities business. No offers may be made or accepted from individuals outside the specific states referenced.

WaterSeed wealth management ltd., and Ausdal Financial Partners, Inc. are independently owned and operated.

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