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.)

%
 
   
   
The Legend Group of Arizona, James Leos Agency
2315 E. Speedway Blvd. • Tucson, AZ • 85719
Phone: (520) 751-9798 or (888) 739-8865 • Fax: (520) 320-1698
• jamesleos@legendequities.com


Neither Legend Equities nor its representatives give legal or tax advice. If you want specific legal and/or tax advice, please contact an attorney and/or an accountant. All calculations, illustrations, and computations are for illustrative purposes only--the accuracy of such are not guaranteed. Securities Offered through Legend Equities Corporation, Member FINRA and SIPC. Advisory services offered through Legend Advisory Corporation, a registered investment adviser. Branch office: 655 North Alvernon Way, Suite 219 Tucson, AZ 85719 (520) 751-9798. To visit the FINRA site, please click on the following link:  www.finra.org



Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses. The prospectus contains this and other information about the mutual fund and can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money.


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