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College Watch

College Finance and Topics in the News

Our College Finance Presentation

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Learning from Our Students

We recently had the opportunity to share our expertise with college counselors and prospective college students during our presentation at our local coffee hangout here in Chicago, Next Door. It is always nice to meet people face to face and learn more about their college finance questions and concerns. It helps us better understand what misinformation is out there and shows us just how much more work there is for us to do. We've put together this College Finance 101 presentation from our forum. Feel free to take a look and send us any ?s or comments you might have!

 

View our College Finance 101 Presentation

 

Contact Amanda Joyner for information about a live presentation on College Finance. 

 

 

College Financial Aid Basics

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A Quick Look at College Finances and Financial Aid

by WILL DIX

 

All too often, families beginning the college search process automatically rule out many colleges based strictly on the published “comprehensive fee,” the total including tuition, room and board, and estimated charges for books, fees, and other common elements. However, it’s a real mistake to base the college search strictly on those figures. It’s better, especially in the early stages of the search, to focus on colleges’ characteristics and other elements that match a student’s needs and goals, while also considering what the student has to offer the colleges.

With many colleges now breaking the $50,000.00 per year barrier, it’s understandable that parents would balk. Very few families can afford to pay that amount in full, and it’s daunting to contemplate having to do so. But that number is only a beginning; families should consider it flexible and proceed accordingly, since colleges have many ways to make themselves affordable.

Financial aid, of course, is the major element involved. It is effectively a “discount” on the comprehensive fee, and can range from a few thousand dollars to the full charge. By completing the Free Application for Federal Student Aid (FAFSA) and, in some cases, the College Scholarship Service Profile (CSS Profile), families share information that enables colleges to make a reasonable attempt at matching their need to the costs involved.

 

This system isn’t foolproof, but it takes into account many circumstances not immediately apparent when researching colleges. For example, consideration is given to overall family income; the number of other children in the home or in college; custody arrangements (if necessary); illness or disruption of income; other financial obligations; and many other elements that may affect a family’s ability to pay the fee. (However, don’t confuse “financial need” with “financial want:” If you’ve just bought a speedboat, don’t expect your payments there to affect a college’s financial aid package!)

Over and above basic financial aid packages of grants and loans, colleges have a good deal of discretion in granting scholarships, the free money awarded for any number of reasons, most often based on merit. If students create their lists well, it’s possible to put themselves in line for awards for high academic achievement, talent in some desired area, or for simply being from a background or area of the country not often seen at the institution. Generally these awards aren’t labeled as such; they are given generalized names like the “Presidential Scholar Award,” or possibly not even named at all, simply appearing as a line item in the award letter.

Schools trying to raise their academic profiles have a great incentive to offer high-achieving students very favorable financial packages, in effect “bidding” for their attendance. Institutions with highly competitive admissions do not. In creating college lists, students should think about what they have to offer a prospective college as well as what the college has to offer them. In that way, they can find a selection of colleges that fit their criteria but also put themselves in a favorable position for financial aid and scholarships.

Many people don’t realize that expensive private colleges and universities can often cost less than an applicant’s state institution because they have more financial aid dollars at their disposal and can distribute them more freely. Families considering a state institution’s relatively inexpensive full cost may be surprised to learn that they are eligible for private college financial aid that makes it equal or even less expensive than the state school.

 

The Early Bird Really Does Get the Worm

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Tips to Ensure You Get Your "Financial Aid" Worm

By PRIYA KALARIA

 

Completing a FAFSA application can be stressful for both you, as a college bound student, and for your parents. There are a lot of documents and financial information that you need to gather and have ready before you begin this process which can seem overwhelming. It’s important to stay calm and as there things you can do to help this process.


First and foremost, remember that it has probably been awhile since your parents completed a financial aid application so they may need help too. Work with them. Help them out be obtaining all the proper information and school codes needed to complete your FAFSA. Don’t be afraid to ask for assistance from financial advisors, friends and family or by using the toll-free number or live chat if you are unsure about any of the questions.


Although the majority of the information you will be using in your application is from your parents’ financial records and taxes (or best estimates; remember, no need to wait for all your tax documents to arrive to complete the FAFSA!) you need to be aware of how things work. Why? Every academic year you will be receiving new funding and want to make sure that you know how to complete the proper forms to do so. It is also important for you to know how the financial aid process works, especially if you will be the one paying back any student loans. This can also relieve some stress on your parents’ end because it is easier for you as a student to get in touch with the right staff and administrators at your college if there is any issue down the road.


Which brings me to my next tip: make sure that you save all the documents that you receive referring to your financial aid. This is very important because you don’t want to have any discrepancies between the funding you received and what you owe.


Most importantly, remember that “the early bird really does get the worm”….get your financial aid application in by the priority deadline for your college so you can get as much funding as possible (some financial aid offices will tell you the deadline is as late as August but the fact is, they won’t have as much financial aid available then so don’t wait!). Their priority deadline is when the first wave of funding is disbursed from that college so you want to make sure that you are able to get all that you need.


Parent Tip
While your student may we stressing out about dorm room accessories, classes, friends etc, as a parent your number one stress about sending your student to college is finances. College should be an exciting time not stressful. There are many things you can do as a parent to ease this stress so you can both enjoy some quality time during the months leading to their departure from the nest. Although your child may still be deciding what college they want to attend, there is a lot you can do to prepare and be ready for the upcoming financial changes:


1. Get an early start on budgeting how much you will be able to contribute to your child’s education. You can start to think of this as early as their junior year and collectively make a decision on a college that is a good fit for them personally and for their future profession as well as a good fit for your family financially (check out eduLaunchpad.com’s Net Price Calculator and College Generosity Ratings for free help and good estimates on what college may actually cost your student along with tips on lower out-of-pocket costs);
2. Sit with your student and look into possible scholarships that they may qualify for. Students can begin to apply for various scholarships and grants during their senior year if you feel you may need more funding (but keep in mind, getting the most from the college is still the #1 goal);
3. Have your taxes filed early because you will need them to complete the application (again, you don’t have to do this to complete the FAFSA but you will need an educated guess);
4. Be sure to properly communicate to your child how they should be covering any additional funding or expenses that will not be covered by financial aid (will you expect them to work part time & if so, during school or only on school breaks; will they need to take out a student loan?, etc);
5. When completing the FAFSA make sure you sit down with your student and go through the steps together. It is very important that they understand how the financial aid process works. This way when the new academic year comes they can go ahead on their own and complete the proper documents on time. This is also a great way to slowly build their financial knowledge and independence;
6. Encourage your student throughout the process but don’t do the work for them. If your student’s college of choice offers him/her less financial assistance than other colleges or you truly need more financial help, have him/her appeal the financial aid decision. Colleges will want to hear this from the upcoming student, not the parent so keeping them involved in the entire process is key. (eduLaunchpad.com has sample appeal letters and other tips to help your student navigate this as well).

Book Review of 'Crazy U'

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            Crazy U is one long rant with some humor and a few bits of history thrown in.

            This book was written by Andrew Ferguson.  It was published by Simon & Schuster in 2010.  It chronicles one harried father’s struggle to navigate the murky and ridiculously complex waters of higher learning.  Ferguson is the father, and his struggle revolves around getting his teenage son into college.

            If you’re looking for a how-to book or a book with any practical information on college…Crazy U is not for you.  Ferguson’s book reads like a journalistic exposé.  It sheds light on our society’s obsession with college and how these institutions of higher learning take advantage of that obsession.  Brief history lessons of college-associated rituals (such as the SAT and the admissions essay) reveal how they got started and how they, in Ferguson’s opinion, devolved into meaningless rites of passage.

            But the things that make up the majority of Crazy U are complaints.  Ferguson gripes about the bias in the admissions process.  He gripes about the difficulty of receiving financial aid.  He gripes about the unreasonably high (and continually rising) cost of college.  He gripes about the stupidity of college courses.  He gripes, most of all, about the overarching absurdity of admissions.  And it goes on…and on…and on…

            I think that is what most annoyed me about this book: it is consumed by an all-pervading sense of cynicism.  “America’s system of higher learning is rotten to the core.  But there is nothing we can do about it except go with flow and hope that, somehow, our kids turn out ok.” seems to be the only message here.  Ferguson offers no solutions or answers to the problems and questions he brings to light. 

            I would go so far as to say that a parent who dives into this book unaware runs the risk of, upon completion, despairing of there being any practical use for institutions of higher learning at all.

            A few minor issues I should mention are Ferguson’s occasional salty language, and a cavalier attitude toward college alcohol abuse and promiscuity.

            If you don’t take what he’s saying too seriously, the humor and biting wit of Crazy U make it a fun and easy read.  I would recommend it to parents (fathers especially) looking for a laugh and a source of commiseration.  Because that is the most anyone can be expected to get out of Crazy U

That, and a muttered, “What is this country coming to…”      

By Beck Farb, Taylor University

College is Big Business.  Find out how to be a better educated consumer. Click Here.

ACT & SAT Preparation

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For high school juniors, the ACT and SAT tests are approaching quickly.  Parents often ask me what they can do to help their students prepare.  For years I had recommended several fairly simple tools that were available to help students get used to what the the tests were going to be like.  That really was about all that was available, except for very expensive tutoring programs that cost thousands of dollars.

I am very glad to say that this spring, there is something far better available at www.PrepMe.com.  PrepMe.com is unlike any other test prep system I have seen.  Last fall, one of the PrepMe staff took us through a tour of their system.  It is impressive.  This isn't just a website that makes up mock tests out of a stable of standardized questions.  This site thinks.  It watches how the student performs, learns their strenghts and weaknesses, and then walks them through a plan to improve their scores.

And best yet... it's guaranteed.  PremMe.com guarantees that your student will improve their test scores or your money back.  Now that makes it a no-brainer.  The folks at PrepMe tell us they increase student test scores on average by 5 points on the ACT, and a commensurate amount on the SAT.  That is huge.  5 points on an ACT can equal thousands of dollars in additional financial help.  In some cases, it could even mean a full-ride.

Check out www.PrepMe.com.  It could be the single best investment in your student's future you make this year.

What is the 1098-T form?

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Your college sent you a form 1098–T.  Now what do you do with it?  Do you report it on your FAFSA?  Does it go somewhere on your tax return?  Does it have anything to do with college financial aid?

 

The IRS form 1098–T is an informational reporting form that colleges file with the IRS and send you a copy.  It details your qualified higher education expenses as defined by the Internal Revenue Service for the previous year.  It will also sometimes include scholarships and grants which may offset some of those qualified expenses.

 

This form can be use to help determine your eligibility for the Hope scholarship credit and the lifetime learning credit on your 1040 tax return.  It is not reported on your FAFSA.

 

Thank you to Candy for this question.

College Sticker Price Keeps Going Up

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College sticker price (cost of attendance) keeps going up!  GASP!  Planet Money reported in a recent article that average college cost of attendance rose in the last 5 years by 24% for public colleges and 17% for private colleges.  Aren't we kind of getting bored of seeing this same news story year after year?  Or is this just a reminder of the convoluted economics of higher education?  I think it's really the later.

 

Colleges and Universities have locked themselves into a death spiral of financial irrelevance.  If it means anything, it's a marketing nightmare.  More money is poured into higher education funding, so consequently college prices go up.  And more money is poured in, so prices go up more.  And more money is poured in, so prices go up more... and so on, and so forth, ad naseum.  It just never seems to stop.  All it does is create a more and more complex financial situation that is barely understandable to a Harvard economist let alone the average American family.

 

In one corner, we have rapidly rising college costs.  In the other corner, we have rapidly expanding financial resources for students.  The rising college costs get most of the attention making college appear further and further out of reach to students.  While at the same time, the expanding financial resources are keeping actual out of pocket costs reasonable, but only for those who take the time to study the blindingly ridiculous economic model this combination has created.

 

Ah... I'm getting on a rant now.  It just frosts me how this system of paying for higher education just keeps getting more and more ridiculous every year.

 

The moral of the story is to make sure you study and stay on top of this mess we call paying for college.