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Excel – FV (future value) and goal seek

July 31, 2017

FV allows you to see what the value of an investment would be after x amount of years based on a constant rate of return, based on the same amount of investment.

Example:  Invest $2,000 a year for the next 20 yeas at a 2.5% return.  This video explains it.

Goal seek allows you to set goals – let’s say you only have $42,000 after doing an investment strategy – and you want to have $100,000.  Using goal seek you can determine how much to invest each year, # of years, or the rate of return required to obtain this value.  Video demonstrates this.


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