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- 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
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 |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Disclaimers:
Not a Deposit.
Not FDIC-Insured.
Not Insured by any Government Agency.
Not Guaranteed by the Bank.
May go Down in Value.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA and SIPC. Infinex and BancorpSouth Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
