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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certified financial planner CFP investment adviser wealth manager orlando, winter park florida
157 East New England Ave Suite 340
 • Winter Park, FL • 32789
Phone: 407.645.1639 • Fax: 407.644.6794

Advisory Services are offered through Michelle Ogden & Company LLC  

157 E New England Ave, Suite 340 Winter Park, FL 32789

Michelle Ogden, CRPS® , CFP® 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Viewers of the Michelle Ogden & Company LLC Website, agree to the following: Proper investor advice depends upon a complete analysis of all facts and circumstances. The information available on and through this website is in the nature of general informational purposes and investor education, it is not investor advice. You cannot rely upon it as pertaining to your specific investment situation. Viewers of this website should consult their own financial advisors, legal counsel, certified public accountants and conduct their own due diligence before making any financial decisions. This website is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities.  Michelle Ogden & Company LLC believes the sources to be reliable, however the accuracy and completeness of the information is not a guarantee. Viewers also understand that past performance is not a guarantee of future results and no investment strategy can guarantee profits or eliminate the risk of investment losses.

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