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.)

%
 
   
   
Moore Wealth, Inc. / Shabri Moore, CFP®, AIF®
Moore Wealth, Inc.
50 Carroll Creek Way, Ste 335		 • Frederick, MD • 21701
Phone: 301.631.1207 • Fax: 301.631.1209
• information@moorewealthinc.com

 *Standards for inclusion are based upon the following five criteria and inclusion is paid for by the advisor: knowledge and experience including current membership in either the FPA, NAPFA, or NSCHBC; Geography designed to represent a broad geographic range; Fee arrangements for services whereas both fee based and commission advisors are considered; inclusion is limited to advisors who require one million or less as a minimum, or who are flexible about their minimum; Applicants standing will be checked against the national databases of the SEC and FINRA (formerly NASD) for confirmation they have not been found guilty of wrongdoing on a national level. Securities and Advisory Services offered through Commonwealth Financial Network ®, Member FINRA, SIPC, a Registered Investment Adviser.

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