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.)

%
 
   
   
Acumen Investment Services
New York Office
200 Parkway Drive South
Suite 300
Hauppauge, NY 11788
Phone: 1-800-287-7582
Fax: 631-858-1575

Connecticut Office
255-A Midland Drive
Orange, CT 06477
Phone: 203-298-9023
Fax: 203-298-9025
• info@acumeninv.com

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PLEASE NOTE: The information being provided in this website is strictly as a courtesy and is for informational and/or educational purposes only.  Neither Acumen Investment Services nor Paulson Investment Company, Inc., have prepared or provided content in many of the areas of this website, including but not limited to: articles, calculators, research, calendars, dates, forms, questionnaires, etc.  At certain times throughout this website, you may click on a hyperlink which may make you leave our website and go to an outside site.  When you link to any of the web sites provided here you are leaving our website and we make no representation as to the completeness or accuracy of information provided at these outside web sites.  Acumen Investment Services nor Paulson Investment Company, Inc., is liable for any direct or indirect technical or system issues, or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.  When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.  Neither Acumen Investment Services nor Paulson Investment Company, Inc. provide legal or tax advice.  Information or references made concerning legal or tax issues are for informational purposes only and should not be relied upon as certain.  Please consult an attorney. tax professional or your registered representative to re-confirm the accuracy and timeliness of any information that you may find at this website in these or any of the previously mentioned areas.  

 

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