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College Savings Calculator

Aside from saving for retirement, developing a strategy for financing a college education may be one of the most important investment exercises you will ever undertake.

This calculator can help provide some insight on the level of savings you will need in order to pay for your child or grandchild's education. In addition to the assumptions explained below, there still are other variables to consider. For a better and more detailed analysis please contact us, and we will work with you to develop a customized plan.

To determine how much you'll need to save/invest annually to pay for your child's education, take a few minutes to fill out this worksheet.

Current Annual Costs:*


Number of Years in College:

Amount You've Already Put Aside:

Your Child's Age Now:

Four years of college will cost

(a) The futurevalue of your investment is

(b) Your annual contribution needs to be

College costs will increase

% a year

Your investments will return

% a year
after taxes.

Your child will enter college at age


This calculator is provided for illustrative purposes only and is not intended to be representative of actual results. The information has been obtained from sources believed to be reliable, but we do not guarantee its accuracy. Investment results can vary considerably depending on the type of securities involved, general market conditions and other factors.

* According to the Annual Survey of Colleges, The College Board, New York, NY., the national average for the 2005-2006 school year is 12,127 for public school resident students and $29,026 for private college resident students, which includes room, board and tuition.

(a) Based on assumptions used, this will be your college savings pool when your child enters college.

(b) Amount to add to college savings fund at the start of each year.

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