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.)

%
 
   
   
DATCO insurance Consultants, Inc., davidtesitor.com
505 Main Street • Walsenburg, CO • 81089
Phone: 719 738 6830 or toll free 1-877-TESITOR (in Colorado ) • Fax: 719 738 6831
• davidtesitor@walnutstreet.com

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David Tesitor, CLU is a registered representative of Walnut Street Securities Inc., (WSS), Member FINRA, SIPC. Tesitor Financial and DATCO Insurance Consultants are not affiliated with WSS.  Securities business is supervised through a branch office, 505 Main Street, Walsenburg CO 81089, (719) 738 6830 

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Links for the "Socially Conscious and Values Based Investor"

NACFC

Evaluate Social and Family Value Oriented Funds

Calvert Funds for Social Investing

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