U de BB&T: Objetivos

Encabezado de video

Mire cómo puede crear, controlar y llevar un registro de los objetivos de ahorro con la función Planificar y analizar de U de BB&T®.

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Welcome to the demo for Goals, the tool that helps you save. If you haven't already set a budget, check out that demo to take control of your finances. OK, ready to set goals? Let's get started.

To begin, go to Plan and Analyze, and click Goals. The page will provide you with some key areas to consider saving for, like you see here. Or you can create your own custom goal.

So let's set a goal? How much do you want to save, and by when? This tool will help you calculate the monthly amount and adjust the date, if required, to make sure your goal is achievable, based on your budget. Next, select the account you want to save your money in. If you want to choose more than one account, you can do that, as well.

As you can see here, the tool will then show you your current account balance. You then select how much of that balance you want to put toward that goal.

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Any goal you set will be available throughout the site to help you stay on track. And that's it. You've set a goal. Feel free to set many goals. The more you set, the more you'll save. The next step in Plan and Analyze is monitoring your investments and calculating your net worth. Be sure to check out that demo next.

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La información provista no constituye asesoramiento legal, impositivo o financiero. BB&T espera que esta información le haya resultado útil pero no puede garantizar que sea precisa, actualizada o apropiada para su situación particular. Se proporcionan calculadoras financieras para ayudarle a estimar los costos aproximados asociados con cualquier actividad bancaria. Sus costos reales pueden variar. Debe consultar con un abogado o un asesor financiero calificados para entender cómo se aplica la ley a su situación económica particular o para obtener información financiera específica de su situación personal o comercial.

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