We are also offering an enhanced Portfolio Tracker. Don't forget to reenter your portfolio information into the new Portfolio Tracker before June 29. This planner helps you project educational expenses for your family and provides you with an estimate of the annual additions to your education fund required to help you meet these expenses, based on your assumptions. This planner is flexible enough to allow you to include different educational expenses, such as private preparatory school, college, or graduate school, in one comprehensive analysis. Please keep in mind that these tools are not intended to provide investment advice.
All examples are hypothetical and for illustrative purposes.
Please consult your investment advisor to discuss your own unique situation. Return to Citibank home page Citibank Privacy Statement Terms, conditions, caveats and small print .