College Funding

The College Funding calculator can help a client plan additional savings for their children's college expenses. The College Funding calculator includes the following features/highlights:

1.Quick, easy calculations.

2.Allows clients to evaluate their current savings plan with a proposed savings and determine the best course of action.

3.And will illustrate the cost to wait before increasing deferrals.


The College Funding calculator is designed with two tabs seen at the top-left of the calculator: the "Data" tab and the "Calcs."

College Funding Tabs

After the assumptions and student data is entered on the first tab, the calculations can be illustrated by clicking on the respective tab.