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)
Total
Medium-term goals (3-5 years)
(Example: a down payment on a house)
Total
Long-term goals (6+ years)
(Example: a nest egg for retirement)
Total
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