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.)

%
 
   
   
Anchor Financial Group
415 Fallowfield Road, Suite 300 • Camp Hill, PA • 17011
Phone: 717-975-0509
800-377-3097 		• Fax: 717-975-0587
• anchor@anchorfinancialgroup.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.


The information on this web site is intended for use only by residents of the states listed. 

Securities may not be provided to individuals residing in any state not listed:
Arizona, California, Colorado, Washington, D.C., Delaware, Florida, Illinois, Maryland, Massachusetts, Missouri, Montana, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington,

415 Fallowfield Rd. Ste. 300, Camp Hill,  PA    17011 

(717) 975-0509
800-377-3097
(717) 975-0587 (Fax)

 

Anchor Financial Group and  Mckonly & Asbury LLC are not affiliated with  Multi-Financial Securities Corporation.

Securities offered through Multi-Financial Securities Corporation, member FINRA/SIPC.

 

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in AZ,CA,CO,DE,FL,IL,MD,MT,OH,OR,PA,SC,TX,VA.

We are registered to sell Securities in AL,AZ,CA,CO,DE,FL,IL,MD,MO,MT,NC,NJ,NY,OH,OR,PA,SC,TX,VA,WA,WI.

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