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    1. COVID & College: Investing for the future in an uncertain present

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    COVID & College: Investing for the future in an uncertain present

    05/15/2020

    Michael Conrath

    COVID-19 has shut down campuses, sidelined athletics and shifted learning from classrooms to computers – all while rattling the financial markets families depend on to grow their college funds. At this point, the status of the fall semester remains unclear. Longer-term outlooks are even cloudier as universities assess the possible impacts of shrinking enrollment and revenue.

    Three keys to successful college planning

    No matter what the future holds for younger generations, college is likely to be a part of it. More than eight in 10 high school seniors still plan to pursue four-year degrees, though many are now considering less expensive schools closer to home.1 Meanwhile, nearly 90% of current college enrollees expect to continue with online learning if social distancing keeps campuses closed.2

    The bottom line: The aftereffects of COVID-19 may change the college experience, but not the value of a diploma or the plan to pay for it. Regardless of how the pandemic plays out, the keys to successful planning and investing remain the same:

    1. Know your “number” when it comes to college costs

    2. Set realistic financial aid expectations

    3. Don’t just save, invest toward college goals

    1 Art & Science Group, March-April 2020
    2 College Reaction, April 2020

    Continue reading

    Read more

    COVID & College: Taking control of college investment plans

    Read part 2 of the COVID & College series

    Read part 2

    Equity Income Fund

    The Equity Income Fund seeks to provide lower volatility access to stock market growth.

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    For more information

    To learn more about college planning and 529 college savings plans:

    • Consult your financial professional
    • Visit www.ny529advisor.com
    • Call 1-800-774-2108


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