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Formula
for Wealth
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Achieving your financial goals involves tradeoffs
between the three parts of the
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Formula for Wealth: Amount, Time and Return. For
example, the larger the goal,
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the more you will need to invest. But if you can
earn a higher rate of return, you
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may be able to reach the same goal
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with less invested each year. If you
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can wait longer to reach the goal,
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you will need to invest less each
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year.
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Amount of goal
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$
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Time to reach goal
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yrs
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Rate of return
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%
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Annual investment needed
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Assumptions
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Disclaimer
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This calculator is for educational purposes only.
You should not rely
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on the results as an indication of your financial
needs and we
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recommend that you seek out your own legal,
accounting, tax or
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professional advice.
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