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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Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.