Savings Accumulation  
If you currently have a savings plan in place, it’s important to know how much money you are on track to accumulate. As the saying goes, if you don’t know where you’re going, any road will take you there. Regardless of whether you’re saving for a long-term goal such as retirement or for a short-term goal such as a family vacation, it’s important to have a dollar figure in mind. This calculator is designed to help you estimate the future value of your current savings.
     

Total value of current savings: (Consider your bank accounts, savings accounts, investments, and other liquid funds. In general, do not include pension plans and home equity.)

$

Anticipated additional savings each year: (Push yourself to be a disciplined saver, but be realistic. If you set your expectations too high and fail, you’ll only be hurting yourself.)

$

How many years do you have to save? (Write down an appropriate time frame for you to pursue your savings goal.)

What after-tax return do you expect on your investments (0 to 10 percent)? (Estimate the return on investments based on the time frame and the investment vehicles used for a particular savings goal. Remember to adjust for taxes.)

%
 
   
   
Secure Employee Planning
1021 W. 8th Avenue
King of Prussia, PA 19406
Phone: PA - (610) 234-0061

(866) 616-8170		 • Fax: (484) 534-3546

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

1021 W. 8th Avenue

King of Prussia, PA  19406


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Fee-based investment advisory services from this representative(s) available only to residents of California(CA), Delaware (DE),Florida (FL),New Jersey (NJ), New York (NY), Pennsylvania (PA), Utah(UT), Washington (WA)

 

Secure Employee Planning, LLC and DVFG Advisors, LLC are not affiliated with Financial Network Investment Corportion

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