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Get Ready to Ace College Savings 101

The Homework Assignment that Saves for Your Children’s Future

Radio Interviews Available:

Keith Bernhardt – Vice President of College Planning, Fidelity Investments

Getting into college is hard enough. Paying for it shouldn’t be. With tuition costs continuing to rise each year, new college grads are leaving school as the most indebted generation ever – a trend that is anticipated to continue.
The good news is that the number of families saving and planning for their children’s college education is at an all-time high, according to a new Fidelity study[1] on how prepared parents are to pay for future college costs. Likely influenced by their own experiences with student debt, 73% of these parents say they are saving monthly, and 62% report they have a financial plan in place to help them reach their college savings goals.
While parents are off to a good start by adopting these positive savings behaviors, there’s plenty of room for improvement. And many families still have a lot of work if they hope to reach their college goals.
On Friday, November 6, Fidelity’s VP of College Planning Keith Bernhardt will be available to talk college savings and share strategies to consider when planning for your children’s future. Keith will share tips on potentially overlooked ways to save that can help build up that college nest egg, how to talk to your kids about college choices and paying for their education, and answer questions about tax-advantaged 529 college savings accounts and their benefits.
About Keith Bernhardt: Keith Bernhardt is Vice President of College Planning at Fidelity Investments, providing financial products and guidance to help families plan for savings and investment goals throughout their lives. In his role, Keith oversees Fidelity’s college savings and planning business. This includes the firm’s efforts around educating parents about savings vehicles and strategies, and managing a team dedicated to providing industry-leading products, tools and customer service to help families reach their college savings goals. Keith’s focus on saving for college doesn’t end at the office – he too is saving as a proud father of two future college students.
About Fidelity Investments: Fidelity’s goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. With assets under administration of $5.1 trillion, including managed assets of $2.0 trillion as of August 31, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients’ money. Privately held for nearly 70 years, Fidelity employs 42,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about.
Station Note: This segment is brought to you by Fidelity Investments

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