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.)

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Buchanan & Co., Inc.
6817 Southpoint Pkwy, Ste 1302
 • Jacksonville, FL • 32216
Phone: 904-332-8000
Toll Free 877-990-8777		 • Fax: 904-332-8002
• tbuchanan@buchananfs.com

*Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA and SIPC and a Registered Investment Advisor. Advisory services also offered through Buchanan & Co., Inc., a Registered Investment Advisor. Buchanan & Co., Inc. is not affiliated with FSC Securities Corporation and is not a registered broker-dealer. Investors should understand that past performance does not guarantee future returns. Strategies such as Modern Portfolio Theory and Asset Allocation, while widely acknowledged, cannot guarantee a profit or assure that an investor will not experience a loss. Investors should understand that GIPS Verification is intended to establish ethical standards for investment performance presentations to ensure fair representation and full disclosure of a firms performance.  However, it should be understood that GIPS verification is not granted based upon a Registered Investment Advisor achieving specific returns.