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.)

%
 
   
   
Lincoln Investment Planning, Inc.
25375 Orchard Village Road
Suite 107		 • Santa Clarita, CA • 91355
(661) 259-3473

518 Avenue F Suite 1
Redondo Beach, CA 90277
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Martin Clement,  CLU®, ChFC®, CFP®, is a Financial Representative of and offers securities through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.  Martin's California Department of Insurance Number is 0A48726.

This site has been prepared for informational purposes only and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the U.S.  Lincoln Investment Planning, Inc. is registered as an investment advisor with the U.S. Securities and Exchange Commission as a broker dealer in all 50 states.  Lincoln and its financial representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Supervising Office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111