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Savings Goal Calculator

Calculate how much to save regularly to reach your financial goals

Plan Your Savings Goal

Savings Objectives

$

Total amount you want to save

$

Amount you already have saved

Saving Conditions

%

Expected annual rate of return

Periodic Contribution

%

How much your contributions increase each year

Savings Plan Results

$38.098
per month to reach your goal
$18,287.014
Total Contributions
$81,712.986
Interest Earned
40.0 years
Time Period

Goal Amount: $100,000

Interest Rate: 7% annually

Goal Analysis

🌟 Excellent! Interest earned ($81,712.986) exceeds your contributions.
ā„¹ļø Long-term goal. Consider reviewing and adjusting periodically.

Example: Retirement Savings Goal

Young Professional's Goal

Goal: $1,000,000 for retirement

Current Age: 25 years old

Target Age: 65 years old

Time Period: 40 years

Expected Return: 8% annually

Starting Savings: $5,000

Required Monthly Savings

Monthly contribution needed: $286

Total contributions: $142,240

Interest earned: $857,760

Final balance: $1,000,000

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Common Savings Goals

šŸ 

House Down Payment

10-20% of home price

Timeline: 2-7 years

šŸŽ“

Education Fund

$50K - $200K per child

Timeline: 18 years

šŸ–ļø

Retirement

10-12x annual income

Timeline: 30-40 years

Savings Goal Tips

āœ“

Start early to benefit from compound interest

āœ“

Automate your savings contributions

āœ“

Review and adjust goals annually

āœ“

Consider inflation for long-term goals

Understanding Savings Goals and Financial Planning

Setting SMART Financial Goals

Effective savings goals should be Specific, Measurable, Achievable, Relevant, and Time-bound. This calculator helps you determine the exact amount needed to save regularly to reach your specific financial targets.

Key Factors

  • •Time Horizon: Longer periods allow smaller payments
  • •Interest Rate: Higher returns reduce required contributions
  • •Inflation: Erodes purchasing power over time
  • •Starting Amount: Initial savings reduce future payments

Future Value of Annuity Formula

PMT = (FV - PVƗ(1+r)ⁿ) / [((1+r)ⁿ - 1) / r]

  • PMT: Required periodic payment
  • FV: Future value (your goal)
  • PV: Present value (starting savings)
  • r: Periodic interest rate
  • n: Number of payment periods

Tip: Consider tax-advantaged accounts like 401(k) or IRA for retirement goals to maximize your savings growth.

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