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.)

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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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Principal Financial Group
200 2nd Avenue SE • Cedar Rapids, IA • 52401
Phone: (319) 363-2509 (800) 253-7991 • Fax: (319) 362-2443
• Info@sfsolutionsllc.com

Larry Witzel is licensed in AK, AZ, CO, DE, FL, IA, IL, IN, LA, MA, MI, MN, MO, NC, OH, TN, TX, UT, WA, and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AK, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NM, NV, OH, PA, TN, TX, UT, WA, and WI and adviser registered in IA. Bert McClintock is licensed in DE, IA, MO, NC, and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, IL, MO, and NC and adviser registered in IA. Gabe Rohwedder is licensed in IA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, IL, MO, and NY and adviser registered in IA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Larry Witzel, Bert McClintock, and Gabe Rohwedder may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Larry, Bert or Gabe that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC.  Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392.  Larry Witzel, Bert McClintock, and Gabe Rohwedder, Principal National and Principal Life Financial Representatives, Princor Registered Representatives, and Financial Advisors.  Strategic Financial Solutions is not an affiliate of any company of the Principal Financial Group®.

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