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.)

%
 
   
   
GFC Strategic Lifestyle Advisors
269 Main Street • Greenville, PA • 16125
Phone: 1-800-808-7091 • Fax: (724) 588-3742
• kathy@securewithgfc.com

Securities offered through registered representatives of  Walnut Street Securities, Inc. member FINRA/SIPC. This material is for informational purposes only, and should not be construed as an offer to sell or solicitations of an offer to buy any security from or through WSS or its affiliates or persons associated with WSS or its affiliates.  WSS makes no representation or warranty relating to the facts presented or that all material facts necessary to make an investment decision are presented.  The information in this material is not intended to be personalized investment advice and should not be solely relied on for making investment decisions.  Neither Greenville Financial Consultants, Inc. nor GFC Strategic Lifestyle Advisors are affiliated with Walnut Street Securities, Inc.

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