College Funding
- Introduction
- Age-Appropriate Strategies
- The Cost
- Developing a Funding Strategy
- Investment Vehicles
- Saving Taxes
- Other Ways to Meet College Costs
- Parental Loans for Learning
- Landing Financial Aid
- Education Tax Incentives
- Federal Loans and Grants
- Glossary
- Worksheet: Inflation
- Worksheet: Putting It All Together
Worksheet: Putting It All Together
Use the following worksheet to help you determine where the money is going to come from to pay for each year of school. Writing it down forces you to think through all the pieces of your plan, and helps you be realistic about how you are really going to fund the costs.
Putting It All Together Worksheet
|
Year |
Cost |
Investments |
Loans |
Financial Aid |
Scholarships |
Other |
Surplus or Shortfall |
|
Freshman |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Sophomore |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Junior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Senior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Total |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Year |
Cost |
Investments |
Loans |
Financial Aid |
Scholarships |
Other |
Surplus or Shortfall |
|
Freshman |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Sophomore |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Junior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Senior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Total |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Year |
Cost |
Investments |
Loans |
Financial Aid |
Scholarships |
Other |
Surplus or Shortfall |
|
Freshman |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Sophomore |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Junior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Senior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
|
Total |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
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Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services, Inc. are independent entities.
Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services, Inc. are independent entities.
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