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.)

%
 
   
   
Miceli Financial Planning is a Fee Only Financial Planning and investment management firm providing financial advice to private families. We are located in the Denver area of Colorado. Sal Miceli, CFP has been a certified financial planner for the past 10 years. Tax, insurance, retiment planning.
10 Partridge Lane • Littleton, CO • 80127
Phone: 303-948-5789 or 866-948-5789 (toll free) • Fax: 303-328-3545
• plan@salmiceli.com


NAPFA logo

These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Miceli Financial Planning.  Miceli Financial Planning does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Miceli Financial Planning does not necessarily endorse or recommend any commercial product or service described at these websites

This site is only intended for clients and interested investors residing in states and countries in which Miceli Financial Planning is qualified to conduct investment advisory services. Miceli Financial Planning  is a state registered investment adviser located in Littleton, Colorado.  Miceli Financial PlanningMiceli Financial Planning 's website is limited to the dissemination of general information pertaining to its investment advisory services.   may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm,

Please contact Miceli Financial Planning  at 303-948-5789 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Miceli Financial Planning  does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Miceli Financial Planning  representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

 

Privacy Policy