Successful Saving Starts With a Strategy
Plan with ease. Follow these simple steps.
Whether you're preparing for your child's education or your own, a solid savings strategy is important. An effective approach involves strategic planning, saving regularly, and informed investment decisions. We'll assist you in creating a strategy to fit your family's education plans.
1. Calculate Your Costs
Start by determining your savings objectives. Consider factors like your budget, the number of years until you'll first need to use your savings, and the potential cost of tuition and other expenses.
Use the College Financing Planner to estimate how much to save in order to stay on track with your education savings goals.
2. Enroll and Choose the Right Investment Option
Once you've defined your goals, you are ready to open an account and select the appropriate investment portfolio for your family. We offer a diversified selection of investment options designed to help you meet your savings goals.
3. Continue to Shape Your Strategy
Once you open an account, be sure to utilize our range of tools and resources to refine and enhance your saving strategy.
Review Account Owner Tools and Resources