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.)

%
 
   
   
National Planning
226 North Broad St., Suite A • Mankato, MN • 56001
Phone: 507-625-1778
Toll Free: 800-669-8101		 • Fax: 507-625-1779
Click Here to Email Us
www.efs-net.com

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
 
EFS Financial Resources, LLC is a Registered Investment Adviser.  Investment Adviser Representatives of EFS Financial Resources, LLC may transact advisory business in a particular state only if first registered, excluded or exempted from investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.  Securities licensed associates of EFS Financial Resources, LLC, are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC.  EFS Financial Resources, LLC and NPC are separate and unrelated companies.

 When you link to any of the web sites provided herewith, you are leaving this site.  EFS and NPC make no representations as to the completeness or accuracy of the information provided at these sites.  Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site.  By clicking on the link you will leave our website and assume total responsibility and risk for your use of the site.


NPC Privacy Policy