How much do I need to save
for a Targeted Purpose?

Instructions: Work through each of the fields below, entering information (unless the fields are to be skipped). When all the information has been entered, press the Calculate button to prepare a full, printable report. If you wish to begin again, the Reset button will clear all fields and change them back to their original values.

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		Enter Percentages as Whole Numbers	Click to Update
Total Amount Needed/Desired: (in today's dollars)	$
Assumed Inflation Rate:		(recommended) %
Future Investment Capital Needed	$
Assumed Annual Investment Return Above Inflation: (A conservative number is recommended. Example: If current Money Market Yields are 4% and CDs are 5%, the total return below should not exceed those yields unless the time period is greater than 3 years and other instruments are used to obtain a higher return.)		(recommended) %
Assumed Total Return: (No entry needed)		%
Years Until Needed:
Current Investments Earmarked for Objective:	$
Projected Future Value of Current Investments: (No entry needed)	$
Surplus or (Shortage): (No entry needed)	$
Monthly Amount to Save and Invest:	$

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