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 12 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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Vora Financial Group, PLLC & Vora Wealth Advisers
Flagstaff Office:
14 E. Birch Ave.
Flagstaff, AZ 86001

Sedona Office:
1785 W. Hwy 89a, Ste 2B.,
Sedona, AZ 86336
Phone: 928.526.VORA (8672) • Fax: 928.213.VFAX (8329)
www.vorafinancial.com • dharmesh@vorafinancial.com









The Vora Financial Group website you are viewing offers information regarding our insurance business.  Investment advisory services are offered through Vora Wealth Advisers - a dba of North Harbor Advisers, LLC a Registered Investment Adviser. Please call us at 928-526-8672 for information on our investment services and a copy of our ADV disclosure document.


 


 

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