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.)

%
 
   
   
Harlan Miller and Associates
259 Regency Ridge Drive • Dayton, OH • 45459
Phone: 937-436-0400 • Fax: 937-436-7984
www.harlanmiller.com • hmiller@walnutstreet.com

The following links are provided strictly as a courtesy. When you link to any of these websites, you are leaving this site. Neither WSS or Harlan Miller and Associates - Regency Financial LLC make any representation as to the completeness or accuracy of information provided by these sites. WSS and Harlan Miller and Associates - Regency Financial LLC assume no liability for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of, a third-party site. When you access one of these sites, you are leaving Harlan Miller and Associates - Regency Financial LLC’s website and assume total responsibility and risk for your use of the sites to which you link.

 

 

 

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Harlan V. Miller is a Registered Representative of Walnut Street Securities, Inc. (WSS) Securities offered through WSS, Member FINRA/SIPC. Harlan Miller & Associates and Regency Financial LLC are not subsidiaries or control affiliates of WSS. Securities activities are supervised from a WSS office located at 6200 Rockside Rd., Suite 100, Cleveland OH 44131 (888) 401-2980

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