CASE STUDIES

•  SAT 1460 / 2190

•  Initially 1 college pick, then considered 24, then applied to 9.

•  Family income approx $110,000

•  $160,000 in taxable investments, $150,000 in home equity

•  4 family members, 1 in college

Results :

Attending University of North Carolina , Chapel Hill received:

$15,000 Carolina Scholarship

$ 2,625 Stafford Loan

$17,625 Total Aid

$27,398/year COA

$9,773/year out of pocket to go to out of state

Total savings over 4 years: $70,500

Dad is going to retire 2.5 years early

High Family Income Professional Case Study :

•  Cathy, NorthLake Christian HS Grad

•  Studying Liberal Arts

•  SAT: 1150

•  Looked at 8 colleges, in and out of state

•  Family income approximately $225,000/ year

•  Approximately $150,000 in taxable investments, $115,000 in home equity

•  5 family members, 2 in college

Results:

Attending St. Edwards University received:

$ 8,059 PLUS Loan

$ 4,500 President's Award

$ 2,625 Stafford Loan

$ 8,000 St. Edwards Grant

$ 23,184 Total aid

$12,500/yr in free money or discounts

$50,000 in savings over 4 years

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