College Funding  
Saving enough for their children’s education is a major financial concern for many parents. With the current cost of a four-year college education reaching six figures in some instances, your child’s college education may cost more than you expect. This calculator is designed to help you estimate the cost of your child’s education, based on the variables you input.
     

What is your child's name? (Calculate the costs for one child at a time.)

How many years until your child enters college?

For how many years will your child be attending college? (It may be more than four years in some cases.)

What is the annual cost of the college he/she will be attending? (Include tuition, fees, room and board, books, etc., using today’s prices.)

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What rate of inflation do you expect for college costs? (College inflation has continued to outpace the general inflation rate. For the past 10 years, the average college inflation rate at a public four-year college has been more than 5 percent. Recent years have shown an increase in college inflation.)

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How much money do you presently have saved for your child’s college expenses? (Include funds that are in your name and your child’s name that have been set aside for college.)

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What after-tax return do you expect on your investments (0 to 10 percent)? (Remember, the age of your child may influence how you invest and the potential return you may be able to achieve.)

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Ober Financial
2019 W. Orangewood Ave., Suite B • Orange, CA • 92868
Phone: 714.771.7570 • Fax: 714.771.7580

Investment and insurance products distributed by Genworth Financial Securities Corp., member FINRA/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA) [investment advisory services are offered through Genworth Financial Advisers Corp., an SEC Registered Investment Adviser]. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888 528.2987.

Accounting and tax services are offered solely through Ober Financial which is not affiliated with Genworth Financial Securities Corp. or Genworth Financial Advisers Corp.

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion. Following are the states in which Caren Ober is/are licensed: CA, NV, AZ.  Caren Ober's License Insurance # 0E56814: CA.