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Updated

What Issues Should I Consider When Paying Off My Student Loans?

Updated 4/17/2024

Given the current U.S. student loan debt statistics, you are very likely to have clients managing federal or private student loans. There are many factors to consider when choosing a repayment plan or deciding to refinance or consolidate. Each client’s unique circumstances will determine what strategies are available and favorable to them.

This checklist helps guide your conversations with clients when planning around their student loans, and covers:

  • Relief available to borrowers
  • Repayment considerations
  • Costs and benefits of refinancing
  • Eligibility for loan forgiveness
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Category: General, Assets and Investment Planning
What Issues Should I Consider When Funding An Unexpected Expense?
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Should I Pay Off My Mortgage?
Category: General, Assets and Investment Planning
Should I Pay Off My Debt(s)?
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