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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United Wealth Strategies, LLC - Financial Planning, Insurance & Investments
3161 West White Oaks Drive, Suite 204 • Springfield, IL • 62704-7407
Phone: (217) 679-1676 • Fax: (217) 953-0074
www.unitedwealthstrategies.com • Info@UnitedWealthStrategies.com

Christopher M. Parks, CPA, CFP® is a registered representative registered to transact business with clients in IL, MO, CO, CA and is advisory licensed in the following states: IL, MO, CO, CA.  Christopher M. Parks, CPA, CFP® is also an insurance agent licensed in IL, MO, CO, CA.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency Are not deposits of or guaranteed by the bank or any bank affiliate May lose Value .

United Wealth Strategies, LLC is not a registered broker/dealer or independent investment advisory firm.