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.)

%
 
   
   
Steve Bouchard
100 W. Elm Street Suite 200 • Conshohocken, PA • 19428
Phone: (610) 234-0840 • Fax: (866) 622-1166
• Steve@PBR-1.com

Steve Bouchard is licensed in AZ, CT, DE, FL, IA, IL, KS, MA, ME, MI, MN, NC, NJ, NY, OH, PA, RI, TX, and VA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities) and is securities registered in CA, DE, MD, NJ, NY, and PA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Steve Bouchard may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Steve Bouchard that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc.  Securities offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392.  Steve Bouchard, Principal National and Principal Life Financial Representative, Princor Registered Representative.  Pennsylvania Business Review is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

Privacy Policy