CD Wealth Management
Private Wealth & Investment Advisory

16400 Dallas Parkway
Suite 310
Dallas, TX 75248
972-499-6280
investcommittee@cdwealth.com
www.cdwealth.com
 
 




Saving for College Calculator
Saving for College Calculator

This calculator projects the future cost of college and illustrates how your savings, if any, match up for each year of college. If there is a funding shortfall, the calculator shows that amount each year, and calculates both the monthly savings amount and the lump-sum amount needed to eliminate the shortfall.


Projected Costs
$

College inflation typically runs 3% to 5% per year.

How Your Savings Match Up
$
$
%

Securities may be offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kestra IS and Kestra AS may or may not be affiliated with the firm branded on this material. This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2022.