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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Kasprzak Financial Associates, Inc.
482 Congress Street, Suite 503 • Portland, ME • 04101
Phone: (888) 778-1578 • Fax: (207) 772-5501
• kasprzak_thomas@nlvmail.com

*Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser, 354 Mountain View Drive, Suite 200, Colchester, VT  05446, 802.864.6819.

Tom Kasprzak is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Maine, New Hampshire Massachusetts, Virginia and Florida.  He is also licensed to offer insurance in Maine, New Hampshire and Massachusetts. 

Equity Services, Inc., Life Insurance Company of the Southwest, National Life Insurance Company, National Retirement Plan Advisors and Sentinel InvestmentsSM are affiliated.  Each company referenced above is solely responsible for its own financial condition and contractual obligations. NL Financial Alliance is a tradename and distribution channel of National Life Insurance Company, Montpelier, Vermont.  Kasprzak Financial Associates, RBC Trust Company (Delaware Limited) and all other entities referenced are independent of these affiliated companies unless otherwise noted.

 

Trust Services offered by RBC Trust Company (Delware Limited), Wilmington, DE  19850.  Tel:  (302) 892-6900.


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