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Calculators


Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

Calculator: Print This Page
Saving or Investing Calculator
$
$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

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).


Saving or Investing Calculator Chart
How much will you accumulate if you save or invest regularly?

After 30 years, if you start with a balance of $10,000 and save $1,000 a year at 5%, you will have accumulated an estimated $109,658.

Using the same assumptions as noted below, this chart compares the same initial and subsequent deposits for the same term at three different expected annual rates of return:
  • 5%: $109,658
  • 6%: $136,493
  • 7%: $170,583



    • Assumptions

    • Calculation assumes earnings are compounded (monthly/annually).
    • Calculation assumes that additional deposits are made at the end of the applicable period (month or year).
    • Calculation does not take into account the effects of inflation.
    • Calculation does not take into account the effect of federal or state income taxes.
    • If you are investing in stocks or stock mutual funds, obtain a prospectus and read it carefully. Past performance is no guarantee of future results.
    • The results are hypothetical and may not reflect the actual growth of your savings or investments.
    ©2017 Broadridge Investor Communication Solutions, Inc. All rights reserved.
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    True Harbour® Wealth Management & Advisory Group
    DB French & Co. LLC OSJ. 1450 W long Lake Rd., Suite 150 Troy, MI 48098
    Toll Free: 800-647-4440\Fax: 248-952-0147\Email: mark@trueharbour.us

    Securities and Investment Advisory Services offered through L.M. Kohn and Company, registered broker/dealer, member FINRA, SIPC, MSRB
    DB French & Company, LLC, OSJ branch of L.M Kohn & Company
     
    True Harbour Wealth Management & Advisory Group does not provide 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.
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