Certified Wealth Management & Investment
Princeton Forrestal Village
Kurtis Baker, CFP®, AIF®
Retirement Planning Advisor
116 Village Blvd.
Suite 200
Princeton, NJ 08540
609-716-4700
kbaker@cwmi.us
www.cwmi.us
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Reaching Your Investment Goal Calculator | Reaching Your Investment Goal Calculator
At a given rate of return, how long will it take for your portfolio to reach a specific amount?
Saving more can help, but just how much of a difference would additional savings make?
Additional amounts invested are assumed to be made at the end of each month (for monthly contributions) or year (for annual contributions).
Earnings are compounded monthly.
This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.
This is a hypothetical example, intended for illustration purposes only; it does not reflect the performance of any
specific investment or portfolio.
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IMPORTANT DISCLOSURES
Certified Wealth Management & Investment, LLC does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of NJ. No offers may be made or accepted from any resident outside the specific states referenced. |
| Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2023. |
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