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W W W . C O L L E G E I N V E S T . O R G 2
The OpportunityW H Y 5 2 9
#1 Worry of families with children.
Only 13% of families are saving for college.
Gallup 2001-2015 Economy and Personal Finance Survey. Sallie Mae, “How Americans Pay for College 2014.”
W W W . C O L L E G E I N V E S T . O R G 3
College is Expensive
F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E
( T U I T I O N , F E E S , R OO M & B O A R D )
SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING
TUITION, FEES, ROOM AND BOARD.
YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE
TODAY (2016) $86,589 $152,451 $195,548
IN 5 YEARS $110,514 $194,568 $248,323
IN 10 YEARS $141,047 $248,323 $318,531
IN 18 YEARS $208,390 $366,886 $470,615
W W W . C O L L E G E I N V E S T . O R G 4
College is Expensive
F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E
( T U I T I O N , F E E S , R OO M & B O A R D )
SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING
TUITION, FEES, ROOM AND BOARD.
YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE
TODAY (2016) $86,589 $152,451 $195,548
IN 5 YEARS $110,514 $194,568 $248,323
IN 10 YEARS $141,047 $248,323 $318,531
IN 18 YEARS $208,390 $366,886 $470,615
W W W . C O L L E G E I N V E S T . O R G 5
College is Expensive
F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E
( T U I T I O N , F E E S , R OO M & B O A R D )
SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING
TUITION, FEES, ROOM AND BOARD.
YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE
TODAY (2016) $86,589 $152,451 $195,548
IN 5 YEARS $110,514 $194,568 $248,323
IN 10 YEARS $141,047 $248,323 $318,531
IN 18 YEARS $208,390 $366,886 $470,615
W W W . C O L L E G E I N V E S T . O R G 6
College is Expensive
F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E
( T U I T I O N , F E E S , R OO M & B O A R D )
SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING
TUITION, FEES, ROOM AND BOARD.
YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE
TODAY (2016) $86,589 $152,451 $195,548
IN 5 YEARS $110,514 $194,568 $248,323
IN 10 YEARS $141,047 $248,323 $318,531
IN 18 YEARS $208,390 $366,886 $470,615
W W W . C O L L E G E I N V E S T . O R G 7
College is Expensive
F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E
( T U I T I O N , F E E S , R OO M & B O A R D )
SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING
TUITION, FEES, ROOM AND BOARD.
YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE
TODAY (2016) $86,589 $152,451 $195,548
IN 5 YEARS $110,514 $194,568 $248,323
IN 10 YEARS $141,047 $248,323 $318,531
IN 18 YEARS $208,390 $366,886 $470,615
W W W . C O L L E G E I N V E S T . O R G 8
Overlooked Opportunity?
C O L L E G E I N V E S T
How many people are still not using 529 plans?
.
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S C H O L A R S C H O I C E
Who We Are
C O L L E G E I N V E S T
W W W . C O L L E G E I N V E S T . O R G 10
CollegeInvest 529 Plans
W E H E L P Y O U G E T T H E R E
One of the most diverse programs in the nation.
DIRECT PORTFOLIO
Index-Based Investing.
SCHOLARS CHOICE
Advisor Sold, Top 10
5 &10-yr performance.
STABLE VALUE PLUS
Guaranteed
Fixed-Income 2.59%.
SMART CHOICE
Insured.
Four distinct college plans with 31 investment options to meet the unique saving styles of Coloradans.
PLAN MANAGERS:
• Legg Mason, Vanguard, FirstBank, and Brighthouse Financial, formerly known as MetLife.
W W W . C O L L E G E I N V E S T . O R G 11
