Plan for College
The Education Funding Dilemma
College/K-12 & Retirement Funding
How can I fund both?
13 Steps to solving the Dilemma
Step #1 project the amount of funds that will be needed for future education costs
Step #2 Determine what funds are currently available for education costs
Step #3 Determine the amount of shortage in the education funding plan(Step #1 minus Step #2)
Step #4 Determine how to fund the shortage in the education fnding plan (lump sum or periodic contributions)
Step #5 Determine ways to decrease the education funding shortage: *Increase financial aid eligibility
*Attend a less expensive school
*Increase your child's care of cost
*Obtain "tax scholarships"
Step #6 Select the appropriate education investments for the funds generated in step #4
Step #7 Project future retirement cost based on retirement age and annual amount desired in retirement years
Step #8 Determine what fundes are currently available for retirement
Step #9 Determine the amount of shortage in the retirement plan(Step #7 minus Step #8)
Step #10 Determine hoe to fund the shortage in the retirement funding plan(Lump sum or periodic contributions)
Step #11 Determine ways to decrease the shortage such as delay retirement, save more and reduce education costs
Step #12 Select the appropriate retirement investments for the funds generated in step #10
Step #13 Determine the amount of insurance required for self-completion of the education and retirement funding plans
We can help!
Our collegeSOLUTION program can help determine:
How to qualify for financial aid
How to reduce your taxes
How to increase your cash flow
How to fund education and retirement
We also supply you with a College Planning Calculator to help with a quick overview on how you will be spending your money to pay for school.
How do you plan on paying for your childs education? With our collegeSOLUTION program we can help provide you with the answers you need.
For further information please feel free to Contact Us
College/K-12 & Retirement Funding
How can I fund both?
13 Steps to solving the Dilemma
Step #1 project the amount of funds that will be needed for future education costs
Step #2 Determine what funds are currently available for education costs
Step #3 Determine the amount of shortage in the education funding plan(Step #1 minus Step #2)
Step #4 Determine how to fund the shortage in the education fnding plan (lump sum or periodic contributions)
Step #5 Determine ways to decrease the education funding shortage: *Increase financial aid eligibility
*Attend a less expensive school
*Increase your child's care of cost
*Obtain "tax scholarships"
Step #6 Select the appropriate education investments for the funds generated in step #4
Step #7 Project future retirement cost based on retirement age and annual amount desired in retirement years
Step #8 Determine what fundes are currently available for retirement
Step #9 Determine the amount of shortage in the retirement plan(Step #7 minus Step #8)
Step #10 Determine hoe to fund the shortage in the retirement funding plan(Lump sum or periodic contributions)
Step #11 Determine ways to decrease the shortage such as delay retirement, save more and reduce education costs
Step #12 Select the appropriate retirement investments for the funds generated in step #10
Step #13 Determine the amount of insurance required for self-completion of the education and retirement funding plans
We can help!
Our collegeSOLUTION program can help determine:
We also supply you with a College Planning Calculator to help with a quick overview on how you will be spending your money to pay for school.
How do you plan on paying for your childs education? With our collegeSOLUTION program we can help provide you with the answers you need.
For further information please feel free to Contact Us
