Expand Financial, LLC
Megan Kroger
630 Lexington Ave.
Mansfield, OH 44907
jbonsall@expandfinancial.com
 
 




Saving or Investing Calculator
Saving or Investing Calculator

How much will you accumulate if you save or invest regularly? Use this tool to calculate and chart the future value of regular monthly or annual deposits.


Calculation assumes that additional deposits are made at the end of the applicable period (month or year).


$
$ Monthly
Annually
1st:% 2nd:% 3rd:%

*Enter a value in the first box to generate a chart illustrating the effect of that rate of return on your savings or investments. You can also generate a chart comparing the effects of up to three different rates of return by entering other values in the remaining boxes.

Years


IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

The information published herein is provided for informational purposes only and does not constitute an offer of investment advisory services. All information is subject to change without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your risk and return preferences. Investment recommendations may change and readers are urged to check with their investment advisors before making any investment decisions. Information provided is obtained from sources believed to be reliable, but we cannot attest to its accuracy.  Past performance is not necessarily indicative of future returns.  Investment advisory services are offered through Expand Financial, LLC, a Registered Investment Adviser.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.