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Educational Funding

Paying for a post-secondary education can be a financial challenge for most families, especially when educational costs keep rising every year. According to the National Center for Education Statistics of the U.S. Department of Education, between 2004–05 and 2014–15, prices for undergraduate tuition, fees, room, and board at public institutions rose 33 percent, and prices at private nonprofit institutions rose 26 percent, after adjustment for inflation. The road to saving for post-secondary education can be difficult.  As your financial advisor we can help you find the right 529 plan for you and your student’s needs.

Saving for College

This calculator can help you estimate how much you should be saving for college.