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.)

%
 
   
   
Target Investment Group

600 Luckie Drive, Ste 305
Birmingham, AL 35223

OR

1030 New Hope Cedar Point Road
New Hope, AL 35760
Phone:
Office: (205) 871-7773
Cell: (205) 914-1542		 • Fax: (205) 871-7120
• william.miller@pesmail.com
Investment Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Adviser. Securities offered through ProEquities, Inc. broker-dealer, and member of FINRA & SIPC. Target Investment Group, LLC is independent of ProEquities, Inc. Licensed with Series 6, 63, & 65 in the states of AL, FL, GA, MS & TN.