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Financial goals - investment goals
Setting financial goals, and being disciplined to achieve them, is
extremely important for some people.
The purpose of this function is to find the
return required on your investments to achieve your financial goals.
Many goals can be entered for comparison of the required return.
Goals can also be entered in stages, for example: save $10,000 in 1
year, followed by $12,000 by end of second year, and $15,000 by end
of 3rd year. The calculation will show the return
required each year to meet each annual goal. The calculations can
use your net worth or surplus income as inputs for the goal
calculations. Progress can be determined by calculating the required
return from any date during the goal period, by entering the value
you have managed to save, along with the date and a new Income if
Calculators for; Net Worth, Surplus Income,
Assets Actual Returns, Future/Present Value, are included on this
form to assist planning of achievable financial goals.