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.)

%
 
   
   
A. RANDALL Financial
8832 SW 209 Terrace • Cutler Bay, FL • 33189
Phone: 305 964-6109 or 757 535-8623
• aroyston@arandallfinancial.com

 



 

DISCLOSURE STATEMENT


A. RANDALL Financial is an Independent Financial Advisor and a Registered Representative.




Capital City Securities is an introducing broker and a member of FINRA, MRB, and SIPC.  Capital City Asset Management Group, LLC (CCAMG) is a registered investment advisor under the Investment Advisors Act of 1940 and provides investment management for its clients' accounts.  Capital City Asset Management Group, LLC, Capital City Consulting Group, LLC (an investment banking organization); Capital City Insurance Group, LLC (an Insurance Agency); Capital City Securities, LLC (a securities Broker/Dealer); and Cap City Management, LLC (a fund management company) are wholly owned subsidiaries of Capital City Partners, Inc.


RBC Correspondent Services and/or RBC Advisor Services, divisions of RBC Capital Markets Corporation, member NYSE/FINRA/SIPC, provide custody services for accounts managed by your Investment Professional. The referenced product or service is available through that relationship.


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