Calculators
College Funding Calculator
Providing a college education is arguably the second most expensive financial goal that you'll pursue after planning for your retirement. We invite you to try the calculator and work the numbers.
Note: This calculator is a Java applet and may not be optimized for some versions of browsers developed for the Apple Macintosh operating system.
How?
Answer each of the questions presented in the tool to the best of your knowledge, and then select "Continue." Select "Calculate" after you have finished entering your values. When your result is displayed, you may click the "What You Expect" and "Regular Additions" tabs to click and drag slider buttons to adjust your original inputs, or choose "Back" to manually alter the values.
The links on the calculator inputs provide access to a help screen that explains each of the input fields. You may also access the help screen by clicking on the help icon in the upper right hand corner.
This analysis is based solely on the information provided by you. All examples, if any, are hypothetical and for illustrative purposes and do not represent current or future performance of any specific investment. No guarantees are made as to the accuracy of any projection. This information does not serve, either directly or indirectly, as legal, financial or tax advice, and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions relative to your individual tax situation. All investments carry a degree of risk, and past performance is not a guarantee of future results. Generally speaking, the greater the return, the greater the risk.
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