Tools

You provide: A child’s age, the age he’ll start college, the annual cost of college, the amount you’ve saved and your planned monthly savings.

You get: A comprehensive report on where you stand in relation to your college savings needs and suggestions on
how to meet your goals based on the information you’ve provided.

You provide: The years until a child enrolls in college, years in college, and the cost of the college you're interested
in. (You can look it up in our online tool)

You get: A chart that compares the cost of college today with the estimated cost of college each year your chold will
be enrolled.

You provide: The amount of your contribution, your state of residence, filing status and taxable income.

You get: Your estimated state tax savings, and your net tax savings.

You provide: Years until a child enrolls in college, years in college, and the cost of the college you’re interested in.
(You can look it up in our online tool.)

You get: Two charts that illustrate the benefits of starting to save now:
• The increase in your monthly payment each year you wait to start saving
• The increased lump sum payment each year you wait to start saving

The Expected Family Contribution (EFC) is the amount the family is expected to contribute before needs-based funds become available.

You provide: Information about your family, the student’s income and assets, and the parents’ income and assets.

You get: The estimated EFC, which includes the amount the parents are expected to contribute, and the amount the student will be expected to contribute, if applicable, based on the information you provide.