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College Costs and Financing

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College Research and Financing





Career Explorations

Burlington High School



A. Nolte

What to consider I

 Type of College or University

 2-yr or 4-yr ?

 technical /vocational?

 single gender or coed?

 particular affiliation, e.g. religious, military, business?

 Cost

 Available Aid

 Academic Programs

 Selectivity (GPA, class rank, SAT/ACT, leadership,

service, work ethic, recommendations, etc.)

 Faculty



Career Explorations College Intro 2

What to consider II

 Reputation

 Location

 Size of school

 Student/Teacher Ratio

 Infrastructure (housing, atmosphere,

activities, student life, facilities)



 Diversity

Career Explorations College Intro 3

Cost

 Tuition – the cost of classes

 Room and Board – the cost of living on

campus (live in dorm, eat at cafeterias)

 Student Fees – various lab, athletic or

activity fees, health care

 Books and Supplies

 Other Fees – some schools have other

random fees

 Personal Items (living expenses)

 Transportation, travel



Career Explorations College Intro 4

Cost per year *)



UVM Avg. State School Avg.

In-State SMC Out-of-State Private School

Tuition $11,048 $31,675

Room & Board $8,534 $7,960

n/a n/a

Student Fees $1,796 $265

Books & Supplies $990 $1,200

Total Costs: $22,368 $41,100 $27,791 $35,374

*) 2008 data



Career Explorations College Intro 5

Cost for 4 Years



UVM Avg. State School Avg.

In-State SMC Out-of-State Private School

First Year $22,368 $41,100 $27,791 $35,374

Second Year $23,710 $43,566 $29,458 $37,496

Third Year $25,133 $46,180 $31,226 $39,746

Fourth Year $26,641 $48,951 $33,100 $42,131

Total: $97,851 $179,797 $121,575 $154,748

 avg. student debt (class of 2008): $23,000



Career Explorations College Intro 6

Reducing Cost I

 go to nearby school and live at home

 go to school part-time (w/part-time job)

 participate in work-study program

 Buy used textbooks and supplies needed

 live off-campus

 prepare own meals, not eating at

cafeteria







Career Explorations College Intro 7

Reducing Cost II

 2+2 = savings (start 2-yr community college +

transfer)

 connections (e.g., family member)

 Dual Enrollment (take college classes during H.S.)

 AP classes in H.S. to earn credits for free

 Take Gap-year (for work or personal advancement)

 Go to school abroad (incl. Canada)

 Etc.



Career Explorations College Intro 8

How to Pay?

 Financial Aid (Sources: Fed. Govnmt, State, Colleges,



Private Scholarships, Banks, etc.)



 Grants and Scholarships

 Work Study Program

 Loans





 Savings (yours, parents’, 529 plans, etc.)

 Work and SAVE (have you started??)



Career Explorations College Intro 9

How to Pay – a puzzle…









Plus own contribution from savings and earnings!



Career Explorations College Intro 10

Grants and Scholarships

 “gift aid” – do not need to be repaid

 but: scholarships are not entirely “free” – you

may “owe”:

 (community) service

 athletic activities

 academic results

 scholarships are based on, for example:

 Financial need

 Academic / Athletic Achievements

 Activities, Services, Involvement

 Recommendations

 Essay, Interview, Personal Statement



Career Explorations College Intro 11

Work Study Program

 “self-help aid”: students earn money

for education

 jobs usually within the college (hours

are appropriate for students)

 jobs sometimes useful (e.g., desk job

where you can study, do homework)







Career Explorations College Intro 12

Loans

 “self-help aid”: money borrowed to pay for

school (parents or students)

 loans must be repaid with interest (lots of

interest…!)

 typical: repay 6 mos. after leaving school

 no interest while in school

 deferment if continue on to grad school



 work closely with financial aid advisor!



Career Explorations College Intro 13

Interest on Loan – an example

 Federal Stafford Loans for 2008 were at

6.8% interest

 UVM will cost you $97,851 over 4 years

 Assumption: you borrow $97,851 at 6.8%

 Total cost over 10 years:

 Pay $36,549 in interest

 Pay $1,120 per month for 10 years

 Pay total cost $134,400 over 10 years



 avg. student debt (class of 2008): $23,000





Career Explorations College Intro 14

Sources of Financial Aid

 Federal Government = the primary source

of financial aid (FAFSA.ed.gov)

 VSAC – limited to Vermont residents

 Vermont state grants, scholarships, and

some federal and private loans

 College – colleges provide their own

amount of financial aid

 Grants, Scholarships, Loans, Work Study

 Other – foundations, civic groups,

organizations, sponsors, employers, etc.



Career Explorations College Intro 15

Financial Aid Criteria - General

 Family income before taxes (incl. student’s!)

 Family assets: savings, investments (incl.

student’s!)

 Family size (parents plus children)

 Family members in college

 The age of your older parent

 Other factors sometimes considered include:

 Credit card debt

 Home and/or Business equity

 Rent/Mortgage payments

 Retirement accounts

Career Explorations College Intro 16

Financial Aid Criteria – Income and

Assets

Budget minus Resources = Need

1. Income Statement =

Family income before taxes

minus certain expenses

= Resource 1



2. Balance Sheet =

Family assets

minus certain liabilities/debt

= Resource 2



Yields EFC = Expected Family Contribution





Career Explorations College Intro 17

FAFSA

 www.FASFA.ed.gov

 Free Application for Federal Student Aid



 Example:

Cost / yr = $40,000

FAFSA = $15,000 (EFC)

Financial Aid = $25,000





Career Explorations College Intro 18

College Search - Resources

 Free tools, e.g. VSAC’s “School Finder, ” or “Choices”

 or: www.collegeaccess.org

 or: www.collegeboard.com

 or: www.FastWeb.com

 Internet Research (colleges and aid programs)

 Campus visits, open houses, fairs

 College Pathways Conference (at St. Mike’s)

 Workshops

 Recommendations

 Guidance

 LLL Office (“College Connections”, Dhyana Bradley)

 Etc.



Career Explorations College Intro 19

College Search - Preparation

 Meet with school counselor (check your

high school “course map”)

 Meet with “Linking Learning to Life”

 Talk to your parents, guardians, siblings,

friends, teachers, mentors, classmates, etc.

 Prepare for tests (PLAN, PSAT, SAT, ACT, etc.)

 Explore / Research / Visit more than one

college (target schools + reach schools)

 Sign up for extracurricular activities

 Stay involved (volunteer, service, clubs, sports,

music, drama, …)





Career Explorations College Intro 20

College Search – Preparation cont’d

 Keep on track with work, grades, exams

 Save money, manage funds wisely

 Continue “Career Exploration” (interests, skills,

values, talents, empl. outlooks)

 Attend Informational Meetings (“Pathways”)

 Know due dates for tests, applications, fairs

 Line up letters of recommendation

 Clean up your image (e.g. Facebook)

 …and again: distinguish yourself…



Career Explorations College Intro 21

Education pays in higher earnings

and lower unemployment rates

Lower unemployment









Earnings

Bureau of Labor

Statistics, March 2009

7-I



Career Explorations College Intro 22

Education & Earnings – some statistics



 Workers w/bachelor’s degree earn

avg. $26K/yr more than workers with

H.S. diploma only ($57K vs. $31K p.a.)

 29% of adults (25+ yrs) have a

bachelor’s degree:

 29.4 mio. women

 28.4 mio. men









Career Explorations College Intro 23

More Reading/Reasearch Sources

 College: How Much to Spend?

http://www.pbs.org/now/shows/528/college-expenses.html

 Census Bureau Releases Data Showing Relationship

Between Education and Earnings

http://www.census.gov/Press-Release/www/releases/archives/education/013618.html

 Look Before You Leap: Student Loan Shopping Tips

http://projectonstudentdebt.org/look_leap.vp.html

 Gap year, Time Off With A Plan

http://www.bls.gov/opub/ooq/2009/fall/art04.pdf

 Student Loans: Avoiding Deceptive Offers

http://www.ftc.gov/bcp/edu/pubs/consumer/credit/cre43.pdf

 Characteristics of Borrowers with Excessive Debt

http://www.finaid.org/educators/20090511excessivedebt.pdf









Career Explorations College Intro 24



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