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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Doxa Advisors
400 Village Center Drive, Suite 300 • North Oaks, MN • 55127-7089
Phone: 651-400-1100 • Fax: 651-967-0200
• info@doxadv.com

Investment Advisory Services offered through Investment Advisory Representatives of Doxa Advisors LLC a Federally Registered Investment Advisor. This site is published for residents of the United States only.  Investment Advisor Representatives of Doxa Advisors LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Doxa Advisors LLC Compliance Department at 651-400-1101.