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.)

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The Financial Group of Philadelphia, LLC
610 Lakeside Park • Southampton, PA • 18966
Phone: (215) 396-3312 / (610) 617-7220 • Fax: (215) 396-3306 / (610) 617-7221
• Ellen@PhilaFinancial.com Jared@PhilaFinancial.com Jarrett@PhilaFinancial.com Paul@PhilaFinancial.com Sean@PhilaFinancial.com

Financial Group of Philadelphia
610 Lakeside Park
Southampton, PA 18966
Phone: (215) 396-3312
www.philafinancial.com
 

Securities offered through Woodbury Financial Services, Inc., Member FINRA, SIPC

The Financial Group of Philadelphia and Woodbury Financial Services Inc., are not affiliated entities. Services offered only where licensed to do business. Currently licensed in PA, NJ.