College Checklist 

College Checklist

Helpful tips for people that are saving for college. 

Financial Considerations

  • Determine estimated costs of different types of college (Private, Public, 2-Year Program)
  • Determine the needs of your college savings plan with a Financial Expert 
  • Has a savings plan been established?
  • How many years until your child attends college?
  • Evaluate the performance of savings plan
  • Review risk tolerance of savings plan
  • Determine potential gap in savings versus estimated costs of college

College Savings Tools

  • 529 College Plans
  • Coverdell Education Savings
  • UTMA Custodial Account
  • Other

Financial Aid

  • Review Financial Aid Resources (Grants, Scholarships, Work Study Programs)
  • FAFSA (Free Application for Federal Student Aid)
    • FAFSA is a form that is completed annually by current and prospective college students to determine eligibility for student financial aid.

We're here to help!

If you have questions, give us a call at (877) 820-2265, schedule an appointment, or stop by one of our branch locations.

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This information is prepared and made available as a courtesy. Macatawa Bank does not provide legal advice; the information herein does not substitute legal or financial advice directed to your situation. We do not warrant the accuracy. It is recommended you consult with the appropriate professional for guidance and assistance.

Products offered by Macatawa Bank Wealth Management are: Not insured by the FDIC. Not a bank deposit, bank obligation, or guaranteed by the bank. Subject to investment risk, including potential principal loss.

 

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