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.)

%
 
   
   
Luhmann Financial Services Inc.
Mailing Address Only:

1096 Calimesa Blvd # D220		 • Calimesa, CA • 92320
Phone: 951-686-8622 • Fax: 951-686-3352
• dluhmann@ifgrr.com

 

 

 

 

 

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG),a Registered Broker-Dealer and Investment Advisor. Member FINRA/SIPC. Luhmann Financial Services and IFG are not affiliated entities.OSJ Branch: 12636 High Bluff Drive Suite 100 San Diego, CA 92130 California Insurance License OA55984.Licensed for securities business in: CA, AZ, Advisory licensed in: CA. AZ Insurance licensed in: CA. AZ        

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