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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KFG Enterprises, Inc.
2225 Lexington Road • Louisville, KY • 40206
Phone: (502) 451-0600

Toll Free: (800) 966-9347
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Securities and investment advisory services offered through Private Client Services LLC. Member FINRA, SIPC.  A Registered Investment Adviser.

KFG Enterprises, Inc. is a Kentucky state-licensed corporation whose primary business location is Kentucky. Licensed in all 50 states except the following AK, HI, ND, VA, VT and WY. Our Investment Advisor Representatives may conduct business in the following states FL, GA, IN, KY, NC, NJ, NY, OH, TN and VA. Our Registered Representatives are licensed to sell securities and offer advisory services in AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WV and WI.

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