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.)

%
 
   
   
Rock Capital Management
11300 N Rodney Parham, Suite 240 • Little Rock, AR • 72212
Phone: (501) 353-1888 • Fax: (501) 353-1577
• Don@RockCapitalManagement.com

Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 4111 S. Darlington, Suite 800, Tulsa, OK 74135, (918) 664-6511.  Rock Capital Management is independent of HTK.  HTK does not offer tax or legal advice.

Don Rodgers, Jr., is insurance and securities licensed in the states of Arkansas (AR), California (CA), North Carolina (NC), and Tennessee (TN), including Kansas (KS) and Missouri (MO) for securities only.   This is not an offer or solicitation in any state where not properly licensed or registered.

AR Ins. License # 24404.  CA Ins. License #0F15957
 
A1CD-0824-01

Privacy Policy