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Fort Wayne, IN 46825
Phone: 260-255-6115
Fax: 260-440-3433
chris.disler@lpl.com
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  • 1505 W. Dupont Road Suite C, Fort Wayne, IN 46825
  • 260-255-6115 | chris.disler@lpl.com

Savings Accumulation

How Much Money Are You on Track to Save?

To determine the total value of your current savings, add up your bank accounts, investments, and other liquid funds. Do not include pension plans and home equity.

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.

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.

 

Will you accumulate enough savings to reach your goals? You may need to reexamine your savings plan and make some adjustments. You can change some of the variables to see how much savings you would accumulate under different scenarios.

Your Results

Total value of current savings: $0
Anticipated additional savings each year: $0
Total savings accumulated at end of period: $0

This chart shows the estimated savings accumulation using the after-tax rate of return you selected. Are you satisfied with the savings accumulation illustrated on the graph? If not, you may want to consider increasing the amount you save or decide whether you can afford to invest your savings more aggressively. If you want to accumulate more but aren’t sure how, we can help you develop a savings program that could help you bring your goals within reach.

Estimated Year by Year Savings Accumulation

 

The information provided is not specific investment advice, a guarantee of performance, or a recommendation. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk.

This hypothetical example is used for illustrative purposes only. Actual results will vary.

The information in this calculator is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

This material was written and prepared by Emerald Connect, LLC.
© 2019 Emerald Connect, LLC. All Rights Reserved.

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1505 W. Dupont Road Suite C
Fort Wayne, IN 46825
Phone: 260-255-6115
Fax: 260-440-3433
chris.disler@lpl.com
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Securities and advisory services are offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

 

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