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.)

%
 
   
   
BPC Investment Services
160 South Jefferson Avenue • Cookeville, TN • 38501
Phone: 931-525-2415
• judy.freeman@lpl.com

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bank of Putnam County and BPC Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.    Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. 

The investment products sold through LPL Financial are not insured Bank of Putnam County deposits and are not FDIC insured. These products are not obligations of the Bank of Putnam County and are not endorsed, recommended or guaranteed by Bank of Putnam County or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
 
 

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