REAL PEOPLE ASKING QUESTIONS

: “Who else is scared AF about paying your kids’ tuition?”   : “Yep! College tuition rates have been increasing by almost 6% year after year, and this pace is not likely to slow down anytime soon. While the increasing costs can be daunting, preparing and saving...

Myths vs Truths

#MYTH I need to save for the full cost of my child’s education. #TRUTH Saving even a small amount every month can make a big difference and help you cover expenses such as computers, housing, and books, and bridge the gap between tuition costs and financial aid....

Good to Know

As parents, we want the best for our children. A good education is the key to their success. The cost of college tuition is climbing at 6% a year. This is what the cost of attending university will look like 18 years from now: As a result, student debt in the US has...

Disclosure

College Savings Calculator is a hypothetical tool that demonstrates how monthly contributions, age-based asset rebalancing, and tax savings may impact the long-term value of your account, and do not take into account a portfolio’s underlying investment management fees. Calculations assume the private institution cost inflation is 2.8%, public out of state cost inflation is 3.9%, public in state cost inflation is 2.7%. Portfolio is assumed to have only stocks and bonds. Monthly equity returns are based on the historical data from the 10-year track record of the stock market (SPY). Monthly fixed income returns are based on the historical data from the 10-year track record of the bond market index (AGG). The current college expenses are provided by the collegeboard.org. Actual account performance may differ due to market fluctuations, changes in recurring investments, and asset allocation. The information provided here is for illustrative purposes only and does not represent actual or future performance of any investment option and is not intended to predict or project the investment performance of any security or index.