How to Save and Invest for College

With Certified College Financial Counselor Katie Bensel

The key to saving for any financial goal is to start early. This includes saving for college. Not sure where to start? We can work with you to develop a strategy that fits your family's goals and needs.

Feeling behind? We're still here to help. Whether your child was born last week or is heading to college in the next few years, we are here to help.



$43,775

The average annual cost of tuition and fees for a 4-year private institution in 2021-2022.1


85%

The percentage of parents who paid for a portion of their student's education out of pocket in 2019-2020.2


$1.7 trillion

Total student loan debt in the USA as of 2021.3


58%

Percentage of families who created a plan to pay for all years of college before the student enrolled.2


1What You Need to Know About College Tuition Costs, U.S. News, September 17, 2021
2How America Pays for College, 2021 Report, Sallie Mae conducted by Ipsos
3Student Loan Debt Statistics in 2021: A Record $1.7 Trillion, Forbes, February 20, 2021


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DIFFERENTIATORS
GETTING STARTED
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Investment Tax Strategy: Tax Loss Harvesting
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Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
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Investing for Retirement: 401k and More
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Environmental Investing: How it Differs from ESG
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How to Invest for College Savings
INVESTING THOUGHTS
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Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
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How Finacial Firms Bill
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Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
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Who Supports Index Funds?
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Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Peter Egolf

(802) 999-2321

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Hans Smith | Katie Bensel

Nancy Westbrook | Peter Egolf

Adam Roof

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Burlington, VT 05401

(802) 503-8280

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Keith McCarthy

5 Essex Square, Suite 3A

Essex, CT 06426

(860) 581-7011

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Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

(802) 767-7665


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