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Life Goals & Savings

It's hard to focus on long-term goals like college or retirement when you feel your income is stretched to cover day-to-day costs. We've got some tips that can help.

Calculators

Savings goal calculator

Calculate how long it will take to reach your goal based on your current savings balance.

Retirement needs calculator

Answer questions related to your retirement goals based on age, expected length of retirement, estimated living expenses and more.

Worksheets

Spending worksheet

Track how much (PDF) you spend each month. 

Budget

Use this worksheet (PDF) to set a monthly or annual budget.

Debt payoff worksheet

Use this worksheet (PDF) to list your debt so you can work toward eliminating it. 

To find more calculators and worksheets, visit our tools and calculators page.  

Articles

Want to learn how to budget for home repairs, prepare for retirement or have family fun on the cheap? We’ve pulled together a range of information to help you live life to the fullest and save toward your goals along the way. 

Ready to start?

Start online, find a local rep, or call us at 866-COUNTRY (866-268-6879). We'll help you find solutions that work for you. 

COUNTRY Financial® is a family of affiliated companies (collectively, COUNTRY) located in Bloomington, IL. Learn more about who we are.

NOT FDIC-INSURED

May lose value

No bank guarantee

Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®. 

Registered broker/dealer offering securities products: COUNTRY® Capital Management Company, 1711 General Electric Rd, PO Box 2222, Bloomington, IL 61702-2222, 866-551-0060. Member FINRA.  Read our full Customer Relationship Summary and Investor Handbook.