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.)

%
 
   
   
Virginia, D.C. and Maryland Wealth Management | Signature Financial Partners, LLC

SFP – Vienna, VA

8607 Westwood Center Drive
3rd Floor
Vienna, VA 22182
tel: 703.893.2550
fax: 703.893.4595
www.sfpfinancial.com
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SFP Baltimore, MD

901 Dulaney Valley Rd
Suite 700
Towson, MD 21204
tel: 410.823.3399
fax: 410.823.4144
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SFP Bethesda, MD

6900 Wisconsin Avenue
Suite 506
Chevy Chase, MD 20815
tel: 301.320.2400
fax: 301.320.2401
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Signature Financial Partners, LLC is independent of John Hancock and Signator Investors, Inc.

8607 WESTWOOD CENTER DRIVE , 3RD FLOOR - VIENNA, VA 22182 - 703-893-2550

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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