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.)

%
 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Calculators provided by Emerald Connect, Inc.

   
   
Larkin & Associates
14997 W. Bell Road Suite 100 Surprise, AZ 85374
Phone: 623-972-6155
Toll Free 800-729-6155
Fax: 623-972-6123
larkind@financialnetwork.com

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




CFPTM and Certified Financial Planner are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.

Fee-based investment advisory services from this representative(s) available only to residents of Arizona (AZ).

Supervisory Office:
J. Donald Larkin, Financial Network  14997 W. Bell Road Suite 100    Surprise, AZ  85374
623-972-6155  (fax) 623-972-6123  email:
larkind@financialnetwork.com

 

Larkin & Associates and Financial Network Investment Corporation are not affiliated companies

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are registered to sell Securities in AZ,CA,CO,DE,FL,GA,ID,IL,IN,KS,MA,MI,MN,MT,NC,ND,NH,NJ,NM,NV,OH,OR,PA,TX,VT,WA,WY.

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