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.)

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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.)

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Laubach & Regnell Financial Services, LLC
8720 Georgia Avenue
Suite 1000		 • Silver Spring, MD • 20910
Phone: 301-588-6610 • Fax: 301-588-6620
• info@lrfinancial.net

Anthony Laubach is an Investment Advisor Representative with Securities and Investment Advisory services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and Registered Investment Advisor.   Non-security products and services are not offered through TFA.  TFA is not affiliated with Laubach & Regnell Financial Services, LLC. 

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Anthony Laubach is licensed to sell securities in California (CA), Maryland (MD), Tennessee (TN), Virginia (VA), Washington (DC), Pennsylvania (PA). This website should not be considered a solicitation in any other state.

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