Savings Goals Worksheet
Print and use this checklist as a starting point to help you identify and prioritize your saving and investing goals.
| Estimated amount needed ($) | Needed by (date) | |
|---|---|---|
| Short-term goals (2 years or less) (Example: an emergency fund for unexpected expenses or a vacation) |
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| Total | ||
| Medium-term goals (3-5 years) (Example: a down payment on a house) |
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| Total | ||
| Long-term goals (6+ years) (Example: a nest egg for retirement) |
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| Total | ||
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