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 12 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.)

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Floyd Miller www.floydmillerinvestments.com
3300 South 14th Suite 100 • Abilene, TX • 79605
Phone: 325 676 0138 • Fax: 325 670 9860
www.floydmillerinvestments.com • fmiller@fscadvisor.com

Securities offered through FSC Securities Corporation member FINRA/SIPC Registered Branch Office 3300 South 14th Street Abilene, Texas 79605. Office#325 676-0138 Toll Free:1 877 588-0138 IMPORTANT CONSUMER INFORMATION: A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent to IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or LA rep requirements, or pursuant to an applicable state exemption or exclusion. Floyd E. Miller Investments is not an affiliate of FSC Securities Corporation Floyd Miller is Securities Licensed in Arizona, Arkansas, California, Colorado, Louisiana, Michigan, Nevada, New Mexico, Oklahoma and Texas.