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College Readiness Score

Find out if your 529 savings are on track to cover your projected college costs — and what to do if there's a gap.

What you get

  1. 1A college savings readiness score out of 100
  2. 2Savings trajectory vs projected 4-year costs
  3. 3Tax optimization: state 529 deductions, FSA, aid eligibility
  4. 4Personalized action plan to close any savings gap
  5. 5Ranked by impact: the most important actions first
8 questions. Free. No account required.

Calculators

  1. College Planner
  2. Opportunity Cost Calculator
  3. Budget Analyzer

Assessments

  1. Financial Wellness Score

Articles

  1. How to Build a Budget That Actually Works
    7 min
  2. The 50/30/20 Rule Explained (And When to Break It)
    6 min
  3. Emergency Fund: How Much You Need and Where to Keep It
    6 min
Educational disclaimer. Everything on WealthSerene.com is educational and is not investment advice. Projections and calculations are illustrative; actual results depend on market conditions, your situation and factors outside this tool’s scope. For a decision specific to your situation, consult a qualified financial professional. View full disclosures