Crunching the numbers to know if college is affordable is never easy. Our calculators can help you do the homework of estimating college costs, factoring in return projections, and testing various “what if” scenarios to determine what you should (and shouldn’t) do.  With these calculators and the help of your Financial Advisor, you are on your way to creating a solid college savings strategy.

  • College Funding Planner - Helps determine college funding goals, gaps in savings, and what it will take to get on track to meet your goals for up to five children, using a college cost database of over 3,500 colleges.
  • Financial Aid Calculator - Estimate your child's Expected Family Contribution (EFC) , use the calculators to evaluate the impact of changes in income and assets on eligibility for need-based financial aid.
  • Saving Now vs. Taking a Loan - Need help getting motivated to save? Find out how much money you can save by starting now vs. waiting to take a loan.