College Financial Aid Planning

This handout provides valuable information about how assets and income affect the financial aid application process. The handout includes asset and debt strategies to help with the planning process.

HIGHLIGHTS: 

  1. Free Application for Federal Student Aid (FAFSA).

  2. Expected Family Contribution (EFC).

  3. Student Aid Report (SAR).

  4. How financial need is determined.


CLIENTS WHO MAY BENEFIT:

  1. Parents of high school students planning for college.

  2. Taxpayers who are considering returning to college.

Planning & Life IssuesClare FazackerleyPlanning, Saving for College, Higher Education, College Expenses, Student Loans, Student Debt