No matter what you’re trying to save for, a plan on how to reach your savings goal should be your first step to making that goal a reality. Use our calculator to lay out your current savings goal amount and how much time you’re giving yourself to reach it, then input how much you currently have saved, how much you plan to contribute each month, and your expected rate of return to see if your planned savings match up with your goal timeline.
When you lay out your monthly budget, one of the biggest tasks is to separate needs from wants. We know how hard that can be! Luckily, we’ve got plenty of tips to help you.
Whether you want to map out a long-term strategy or just get a portfolio check-up, our experienced team can help get your personal finances into the best shape possible.
We are now accepting applications for the 23rd Annual Ralph B. Canterbury Scholarship! Plus, this year, we added a video component!
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