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.)

%
 
   
   
Lifetime Wealth Management, LLC
6663 Western Row Road
Western Row Plaza		 • Mason, OH • 45040
Phone: 513-573-9600 • Fax: 513-573-9630
• info@jdstewartcpa.com

IMPORTANT NOTE:

*Jeffrey D. Stewart, CPA/PFS, CFPR is a registered representative, registered to transact business with clients in CA, CO, CT, IL, IN, KY, NC, OH, & TX.  Jeffrey D. Stewart, CPA/PFS, CFPR is also an investment adviser representative licensed in CA, CT, KY, OH, & TX.  Jeffrey D. Stewart, CPA/PFS, CFPR is insurance licensed in the following states OH & KY.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet.

*Molly E. Myers, CLU is a registered representative, registered to transact business with clients in OH.  Molly E. Myers is insurance licensed in OH.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet.

Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, .

Investments & Insurance Products:

• Are not insured by the FDIC or any federal government agency.

• Are not deposits of or guaranteed by the bank or any bank affiliate.

• May lose Value.

Lifetime Wealth Management, LLC is not a registered broker/dealer or independent investment advisory firm.