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.)

%
 
   
   
LFCU Financial Services, Inc.
2340 Hollywood Way • Burbank, CA • 91510
Phone: (800) 553-3707 • Fax: (818) 565-2290

 

IMPORTANT: Brokerage Disclosures:

Registered Representatives of INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered Broker Dealer is not affiliated with LFCU Brokerage & Insurance Services.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or

offering of any security and;

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only conduct business in a state if the representatives and the BD or IA they

represent (a) satisfy the qualification requirements of, and are approved to do

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requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the

extent that they provide individualized responses to investor inquiries that

involve (a) effecting, or attempting to effect, transactions in securities; or (b)

rendering personalized investment advice for compensation.

 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

Products offered are: • NOT A DEPOSIT • NOT FDIC OR NCUSIF INSURED • NOT GUARANTEED BY LFCU • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE