This calculator will help you determine whether your current mix of investments matches your financial goals.
You can complete the entire form or simply select the timeframe that's right for you.

 
 
Short-Term Goals and Investments
Medium-Term Goals and Investments
Long-Term Goals and Investments
 
 
  Short-Term Goals and Investments:
(1-3 years)
 
    Goals: Amount Needed:  
Category:
Medium-Term
Long-Term
  Down payment on a vehicle:  
  Pay off credit card balance:  
    Vacation:  
    Other:    
    Other:    
    Other:    
     
    Investments: Amount Invested:  
    Bank deposit accounts:  
    Bank money market savings accounts:  
    Short-term CDs:  
    Money market mutual funds*:  
    Other:    
    Other:    
    Other:    
 
Medium-Term Goals and Investments:

(3-5 years)
 
    Goals: Amount Needed:  
Category:
Short-Term
Long-Term
  Home remodeling:  
  Downpayment on a vehicle:  
    Down payment on a home:  
    Other:    
    Other:    
    Other:    
 
    Investments: Amount Invested:  
    U.S. savings bonds*:  
    Longer-Term CDs:
(terms of 1-5 years)
 
    U.S. treasury bills, notes, bonds*:
(3-5 years remaining maturity)
 
    Corporate and municipal bonds*:
(3-5 years remaining maturity)
 
    Income stocks and funds*:  
    Other:    
    Other:    
    Other:    
 
Long-Term Goals and Investments:

(more than 5 years)
 
    Goals: Amount Needed:  
Category:
Short-Term
Medium-Term
  College fund for children:  
  Retirement:  
    Starting a business:  
    Other:    
    Other:    
    Other:    
   
    Investments: Amount Invested:  
    Cash value of life insurance* at surrender:  
    Long-Term CDs:
(5+ years remaining maturity)
 
    U.S. Treasury notes, bonds*:
(5+ years remaining maturity)
 
    Corporate and municipal bonds*:
(5+ years remaining maturity)
 
    Investments in IRA, 401(k) and other retirement plans:  
    Growth stocks and funds*:  
    Real estate*:  
    Other: