College Planning Solutions Demonstrations
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College Costs & Savings Tools
- College Savings Planner (CSP)
The College Savings Planner determines the individual's college funding goals and what it will take to get on track to meet those goals, using key personal data. - Education Funding Planner (EFP)
The Education Funding Planner creates a personalized education funding report, helping individuals assess their college savings goals and strategies. - College Cost Projector
The College Cost Projector calculates the future cost of a college education in an individual's time-frame, based on today's cost and specified inflation rate. - College Savings Projector
The College Savings Projector calculates what an individual's savings may be worth at the start of college, comparing both tax-free and taxable savings growth.
529 College Planning Solutions & Tools
- 529 Compare Tool
The 529 Compare Tool allows users to quickly compare features and benefits of the wide range of 529 college plans available to them. - 529 State Tax Deduction Calculator
The 529 State Tax Deduction Calculator estimates the value of the individual's potential state tax deduction, if contributing to the 529 College Savings Plan in his or her home state.
Financial Aid Planners and Education Tools
- Financial Aid Planner (FAP)
The Financial Aid Planner offers a preliminary walk-through of the college financial aid application process and generates an aid eligibility analysis. - Loan Affordability Projector
The Loan Affordability Projector estimates how much an individual can reasonably afford to borrow for their child's college education, given their current income and debt obligations. - Loan Payment Projector
The Loan Payment Projector estimates how much an individual may be able to borrow for their child's college education, given a specified affordable monthly payment.