College Funding  
Saving enough for their children’s education is a major financial concern for many parents. With the current cost of a four-year college education reaching six figures in some instances, your child’s college education may cost more than you expect. This calculator is designed to help you estimate the cost of your child’s education, based on the variables you input.
     

What is your child's name? (Calculate the costs for one child at a time.)

How many years until your child enters college?

For how many years will your child be attending college? (It may be more than four years in some cases.)

What is the annual cost of the college he/she will be attending? (Include tuition, fees, room and board, books, etc., using today’s prices.)

$

What rate of inflation do you expect for college costs? (College inflation has continued to outpace the general inflation rate. For the past 10 years, the average college inflation rate at a public four-year college has been more than 5 percent. Recent years have shown an increase in college inflation.)

%

How much money do you presently have saved for your child’s college expenses? (Include funds that are in your name and your child’s name that have been set aside for college.)

$

What after-tax return do you expect on your investments (0 to 10 percent)? (Remember, the age of your child may influence how you invest and the potential return you may be able to achieve.)

%
 
   
   
Strategic Asset Management Group
1990 North California Boulevard
8th Floor		 • Walnut Creek, CA • 94596
Phone: 925-942-9400
800-765-0561		 • Fax: 925-942-9401
• bill@strategicasset.net
Registered Representative offering securities and advisory services through Royal Alliance Associates, Inc., a registered broker-dealer an registered investment advisor, Member FINRA, SIPC.  Advisory services offered through NWF Advisory Services, Inc., a Registered Investment Advisor.  NWF Advisory Services, Inc. and Strategic Asset Management Group are not affiliated with Royal Alliance.

 

Important Consumer Information:
This communication is strictly intended for individuals residing in the states of CA, HI, NV, OH, OR, PA, WA. No offers may be made or accepted from any resident outside the specific states referenced.
 
A broker-dealer, an investment adviser, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.