Saving or Investing Calculator

Chesapeake Financial Planning & Tax Svcs
Elizabeth Bennett, MBA,CFP®
Financial Planner
71 Old Mill Bottom Road
Suite 201
Annapolis, MD 21409
410-974-0410
Beth@chesapeake-financial.com
www.chesapeake-financial.com

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).

Starting balance

Deposit amount

$	Monthly Annually

Anticipated annual rate(s) of return (Range: 0% to 10%)*

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.

Term

Years

*Securities offered through SagePoint Financial Inc., member FINRA/SIPC. Advisory, insurance and tax services offered through Chesapeake Financial Planning & Tax Services, Inc. a registered investment advisor not affiliated with SagePoint Financial, Inc.

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. 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. This communication is strictly intended for individuals residing in the state(s) of AZ, CA, DC, DE, FL, MD, MA, NM, NY, NC, OK, PA, TN, TX, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.