Personal Finance 1 Worksheet 20

Personal Finance 1 Worksheet 20 - $270,084 6.50 $8,333.33...

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W20 Future Priority Target Date or Current Anticipated Rate of Required Savings Goals Level (0-5) Time Horizon Total Cost Total Worth Return* (Annual if multi-year) Finace Vacation 1 July 1, 2011 $2,000 0.00% $2,000.00 New phone 2 June 1, 2011 $200 0.00% $200.00 Emergency Fund 3 December 1, 2011 $5,000 $6,000 4.00% $5,000.00 Down payment on a house 1 3 years $45,000 $150,000 0.00% $15,000.00 Finace major vacation (overseas) 2 2 years $4,000 $4,000 0.00% $2,000.00 Boat 3 6 years $15,000 $15,000 0.00% $2,500.00 School funds for child 1 18 years $150,000
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Unformatted text preview: $270,084 6.50% $8,333.33 Second home for retirement 2 35 years $300,000 $631,304 4.00% $8,571.42 Retirement fund 3 40 years $1,500,000 $9,714,619 8.00% $37,500.00 Intermediate-Term Goals ( 1 to 10 years) Long-Term Goals (more than 10 years) * The rate of return for a debt reduction goal would be the interest rate of the term loan or revolving credit line. YOUR PERSONAL FINANCIAL GOALS WORKSHEET Short-Term Goals (less than 1 year)...
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