Anyone who has been to college or who is still paying off a student loan can attest to the fact that a college education is an expensive endeavor. With the cost of college increasing each year (and outpacing inflation) how are you supposed to invest enough? It begins with a bit of planning.
You can use the following worksheet to see how well your current plan is working, then begin to refine your strategy accordingly to meet your goal.
Some tips for filling out the worksheet:
Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither Wells Fargo nor its representatives may give legal or tax advice.