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.)

%
 
   
   
Mitlin Financial Inc.
140 Adams Avenue
Suite B 12
Hauppauge, NY 11788
Phone: (631) 952-4466 Fax: 866-235-2803
info@mitlinfinancial.com

Mitlin Financial, Inc. ("Mitlin Financial") is an investment advisor located in New York. Mitlin Financial and it's representatives are in compliance with the current registration requirements of those states in which Mitlin  Financial maintains clients. Mitlin  Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Mitlin  Financial's website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Mitlin  Financial website on the internet should not be construed by any consumer and/or prospective client as Mitlin  Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Mitlin              Fiancial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Mitlin  Financial's current written disclosure statement discussing Mitlin  Financial's business operations, services, and fees is available from Mitlin  Financial upon request. Mitlin  Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Mitlin  Financial's website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Mitlin  Financial) or product made reference to direcly or indirectly by Mitlin  Financial in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of Mitlin    Financial's website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Mitlin  Financial's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Mitlin  Financial, or from any other investment professional. Mitlin  Financial is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to Mitlin  Financial's website, to release and hold harmless Mitlin  Financial, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Mitlin  Financial.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Mitlin  Financial's website, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mitlin  Financial, or from any other investment professional.