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.)

%
 
   
   
Floyd Miller www.floydmillerinvestments.com

3300 South 14th Suite 100

 •

Abilene

, TX		 •

79605
Phone:

325 676 0138

 • Fax:

325 670 9860
• fmiller@fscadvisor.com

*Securities and advisory services offered through FSC Securities Corporation member FINRA/SIPC and a registered investment advisor. Floyd Miller Investments is not affiliated with FSC Securities Corporation or registered as a broker dealer or investment advisor.

Registered Branch Office 3300 South 14th Street Abilene, Texas 79605. Office#325 676-0138 Toll Free:1 877 588-0138

These links are provided as a convenience and for informational purposes only. The links are not part of FSC Securities Corporation, Inc web site, and the link to outside web sites does not mean that SagePoint Financial, Inc endorses or accepts any responsibility for the content, or the use, of the web site. FSC Securities Coporation, Inc. does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.