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.)

%
 
   
   
Walsh & Nicholson Financial Group
119 W. Wayne Avenue • Wayne, PA • 19087
Phone: 610-688-4447 • Fax: 610-688-4480
• ewalsh@wnfg.com

 

Securities (and investment advisory services) are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Walsh & Nicholson Financial Group are not affiliated. Additional products and services may be available through Walsh & Nicholson Financial Group that are not offered through AIC.

 

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This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your registered representative.  Read it carefully before you invest or send money.  Securities products are limited to residents of CA, CO, DC, DE, FL, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TN, VA, VT. Other fixed products available nationally.

A representative of Walsh and Nicholson Financial Group will contact you to provide requested information.