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.)

%
 
   
   
Salvatore Gambino, John D. Fenimore
510 Broadhollow rd. Suite 104 • Melville, NY • 11747
Phone: (888)747-5679
Direct: (516)512-6116		 • Fax: (516)512-6117
• sgambino@lisinvestments.com jfenimore@lisinvestments.com

Securities offered through Aegis Capital Corp. Member FINRA / SIPC.


Aegis Capital Corp. is a FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This website is published in the United States for residents of the United States. Aegis Capital Corp. is a member of the Securities Investor Protection Corporation (SIPC).


Aegis Capital Corp professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact your local LIS Investments office for information and availability. Products and services mentioned in this website may not be available in all states. To request information, contact your investment professional. LIS Investments is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice.