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.)

%
 
   
   
Kugler Financial Services Network
PO Box 84827
Fairbanks AK 99708-4827

1355 Manna Way
North Pole AK 99705

The street address is for
FedEx/UPS deliveries only.
Please use the PO BOX
for all (USPS) mail.
Phone: 907-490-4412 • Fax: 907-490-4413

Securities, insurance products and investment advisory services offered through FSC Securities
Corporation and its affiliates, member FINRA/SIPC and a registered investment advisor.
Certain insurance products offered through Kugler Financial Services Network.
Kugler Financial Services Network is not affiliated with FSC Securities
Corporation or registered as a broker-dealer or investment advisor.


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Joel Kugler is registered for securities business in the states of Alaska, California,
Florida, Indiana, Minnesota, Oregon, Utah, Virginia and Washington.
He is licensed for insurance business in the states of
Alaska (#23358) and California (#0784675).

 

 

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep,
a consumer should contact his or her state securities law administrator.