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 12 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.)

%
 
   
   
Yorktown Financial Group, Inc.
Yorktown Financial Group, Inc.
300 Yorktown Plaza, 3rd Floor
Elkins Park, PA 19027
Phone: 215-517-6665
Fax: 215-517-5610

Rose Tree Corporate Center II
1400 North Providence Road
Suite 1015
Media, PA 19063
Phone: 610-891-9700
Fax: 610-892-2900

Alan J. Fishman, CLU, CFP®
afishman@yorktownfinancialgroup.com

Howard M. Siegal, CPA
hsiegal@yorktownfinancialgroup.com

Kevin S. Drobnes, CPA
kdrobnes@yorktownfinancialgroup.com

Derek Lemke,CFP®
dlemke@yorktownfinancialgroup.com

Ronda Hornstein, Admin
(Elkins Park, Pa.)
rhornstein@yorktownfinancialgroup.com

Cindy McPeak, Admin
(Media, Pa.)
mcpeak_cindy@nlvmail.com

www.yorktownfinancialgroup.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, Rose Tree Corporate Center II, 1400 N. Providence Road, Suite 1015, Media, Pennsylvania 19063  (610) 891-9700  Yorktown Financial Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


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