College Funding essentials

In today’s college climate, you must have a real, clear strategy in place for funding college. The cost of tuition, fees, room and board rise dramatically year after year. You need a financial professional who understands the specific financial challenges and can help you meet them.

Saving for College? How Are You Going to Pay? 

• Gifts from Grandparents
• Other Borrowing
• Cost Reductions
• Your college savings
• Financial aid
• Income in the college years

Setting a Savings Goal

Monthly Investment	5 Years	10 Years	15 Years
$100.00	$6,977	$16,388	$29,082
$300.00	$20,931	$49,164	$87,246
$500.00	$34,885	$81,940	$145,409

*Figures are based on a 6% average annual after-tax return.

College Savings Options

• 529 plans*
• Coverdell Education Savings Accounts*
• Mutual funds, stocks, ETFs
• Savings accounts
• Money market funds
• CDs
• Roth IRAs*

^{*Tax-advantaged accounts}

Which Options Are Right For You?

^{*Restrictions and penalties may apply.}