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.)

%
 
   
   
The Capital Advisory Group, LLC. | (952) 831-8243
DANVERS, MA OFFICE:
150A Andover Street, Suite 2
Danvers, MA 01923
Office: (978) 777-6554

BLOOMINGTON, MN OFFICE:
5270 West 84th St. Suite #310
Bloomington, MN 55437
Phone: (952) 831-8243
Toll Free: 1-800-548-1820
Fax: (952) 400-4900

MAPLE GROVE, MN OFFICE:
11330 86th Ave North
Maple Grove, MN 55369-4528
Office: (952) 541-9201
Fax: (952) 400-4900

SANDESTIN, FL OFFICE:
8969 Heron Walk Drive
Sandestin, FL 32550
Phone: (800) 548-1820
Fax: (850) 650-0802
• bmachtig@investorscapital.com

Securities offered through Investors Capital Corporation Member FINRA/SIPC. Advisory Services offered through The Capital Advisory Group Advisory Services, LLC, an Independent Registered Investment Advisor, not affiliated with Investors Capital Corporation, 5270 West 84th Street, Suite 310, Bloomington, MN 55437. The information presented herein should not be considered an offer to buy or sell securities. Such offer to buy or sell securities may only be made by prospectus in those jurisdictions in which the product and representative are appropriately registered.

The Capital Advisory Group, LLC and/or other advisors at The Capital Advisory Group, LLC are securities licensed in the following states: AL, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, MO, NC, ND, NJ, NM, NY, OR, PA, RI, SD, TN, TX, VT, WA, WI.