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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Executive Planners Nc
30 Green Acres Avenue • Brevard, NC • 28712
Phone: 828-877-8626 • Fax: 828-966-3994
• janet@executiveplannersnc.com

Janet Metzinger and Rick Slone are Investment Advisor Representatives with Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC and Registered Investment Advisor.  Non-Securities Products are not offered through TFA.  TFA is not affiliated with Executive Planners NC, Inc.  Neither TFA nor its representatives provide legal, tax, nor accounting advice.  Persons who provide such advice do so in a capacity other than as a registered representative of TFA.

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A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.



Janet Metzinger is registered to sell Securities in the following states:

California, Colorado, Florida, Georgia, Iowa, Indiana, North Carolina, New York, Pennsylvania, South Carolina, Wisconsin.

Rick Slone is registered to sell Securities in the following states:

Illinois, Indiana, North Carolina and Texas..

 

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