"Must-Do" Savings Planner

"Must-Do" Savings Planner

2-minute read

Want to start saving? Start with our Savings Planner.

A savings planner is a way to plan for your future by cataloging your present. When you're preparing for your future, filling out a budgeting template like this can help you track where your money is going and give you confidence that you're saving enough for your long-term goals. 


Set the goal.

Figure out what you need to save for your future plans. An easy way to do that is to use this calculator to help you determine how much you should save each month to reach your goals. 

  1. Measure Your Income
    Once you determine your ideal number, it's time to figure out how to budget. List your income. That may include alimony, child support, early distributions from a pension, rental property income and more.

  2. Review Your Expenses
    Food, shelter, transportation, child care and utilities are the big ones, but don't forget entertainment, pet care, personal care, and perhaps even elder care. 

  3. Tally It Up
    Subtract your expenses from your income to see what you have to put toward savings.

Don't put it off. Start your savings planner today.

Take It A Step Further

Revisit your budget plan. What expenses can you cut back on this month? Consider which cutbacks can be temporary versus permanent. Brainstorm how you can increase your income. How much extra cash can you realistically make and put away? 

Visualize how much more confident you will be about your future knowing you have a stronger savings plan.

Starting your savings has never been easier.

Bring your completed planner to your local branch to speak with us today.

Any educational tools, calculators, guides and other content available on this site are for informational purposes only. These materials are not intended to provide personalized legal, investment or financial advice for your unique circumstances. For specific advice about your unique circumstances, you may wish to consult a qualified professional.