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.)

%
 
   
   
Schreck Financial Group LLC
5940 E Central • Wichita, KS • 67208
Phone: 316-685-9296 • Fax: 316-652-7076
www.schreckfinancial.com • Schreck.Bruce@pmlmail.com

Registered representatives of, and securities and investment advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Adviser, Member FINRA/SIPC, 5940 East Central, Wichita, KS 67208, (316) 685-9296. Schreck Financial Group LLC is independent of Hornor, Townsend & Kent, Inc.


We have representatives in this office licensed and registered to offer products and services in the state of Kansas (KS).  Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.  This is not an offer or solicitation in any state where noy properly licensed or registered.


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