AboveBoard Financial | Financial Advice, the Way It Should Be

Let's find the right college savings strategy for your family.

Answer a few quick questions so we can tailor this guide to you.

* What state are you a resident of?

How old are your kids? Enter '0' for a newborn or baby arriving soon (and congrats!)

Child's age:

Next, tell us about your dreams and goals for your kids.

What type of school do you plan for your kids? We use this to calculate how much you should save.

Private - $65K/yr (expensive)Private - $45K/yr (average)Public, out-of-state - $35K/yr (average)Public, in-state - $20K/yr (average)2 year - $12K/yr (average)

How much have you already saved? It's ok to leave this at zero.

Great! Just a few questions about your financial situation.

Your answers help us put college savings in the context of your "bigger financial picture".

* How "on track" do you feel about your retirement savings?Very good - clearly on track for the retirement I wantPretty good - not where I want to be just yet, but I'm on my wayWorried - I've run the numbers and I'm worriedWorried - I have NOT run the numbers, but I'm worriedI don't know

* How do you use credit cards?Pay off in full each monthCarry a balanceNever use / don't have credit cards

Last questions, we promise!

This will help us figure out your potential tax savings and whether you're eligible for certain tax-advantaged accounts.

* How do you file your taxes?Married Filing Jointly (~95% of married people)Married Filing Separately (~5% of married people)Head of Household (most common for single parents with dependent kids)SingleQualifying Widow(er)

What is your approximate household income, pre-tax? This helps us find which tax-advantaged accounts might be available to you!

What percentage of college costs do you feel comfortable saving for today? Don't worry, you'll have a chance to change this later.

I really don't know, have AboveBoard estimate for meI want to cover 100%I want to cover: