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.)

%
 
   
   
Randall L. Bliss, CFP®
Lake County Office:
9930 Johnnycake Ridge Road, Suite #2F
Concord, OH 44060
(440) 299-8740 or (216) 200-5530 or
Toll Free: (866) 576-0101


Cuyahoga County Office:
4700 Rockside Road, Suite 430
Independence, OH 44131
(216) 328-9600 or (800) 759-5433
FAX (216) 328-9604
• randall.bliss@pesmail.com

Advisory Services offered through Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc.  Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member FINRA & SIPC.  Please be advised that presently Randall L. Bliss holds Series 66, Series 7, Series 24, Series 53 and Series 4 Licenses in Ohio, Indiana, Florida, West Virginia, Virginia, California, Colorado and New York. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Randall L. Bliss before proceeding further. Bliss Capital Advisors, LLC is independent of ProEquities, Inc. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

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