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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LeFever Financial Inc. Dave Ramsey Endorsed Local Provider ELP
3719-D West Market St. • Greensboro, NC • 27403
Phone: 336-809-0024 • Fax: 336-852-2050
• david@lefeverfinancial.com

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. PO Box 64284, St. Paul, MN 55164 (651)738-4000  LeFever Financial, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.  "Neither Woodbury Financial Services, Inc., nor its registered representatives or employees provide tax of legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice."

Services are only provided in jurisdictions where David LeFever is licensed to conduct business and currently include PA, NC, FL and VA.  

The inclusion of any link is not an endorsement of any products or services by LeFever Financial or Woodbury Financial Services.  All links have been provided only as a convenience.