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The Academy of Financial Services 35th Annual Meeting

September 21–22, 2021

Virtual

Comprehensive financial planning: Examining the intersection of planning for college funding and health insurance

Wednesday, September 22, 2021 at 1:15 PM–2:15 PM EDT add to calendar
Virtual
Keywords

Financial planning, college planning

Short Description

We investigate the presence and nature of required student health insurance on the published cost of attendance (CoA) for a small sample of universities.  The varying nature of these requirements, and how these requirements are portrayed and included in the CoA, can significantly distort the values used by financial planners when helping clients save for college.  The results suggest there may be opportunities for greater transparency in CoAs and more in-depth education for students and parents when understanding the costs of higher education.

Lead & Corresponding Author

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Steve P. Fraser, Florida Gulf Coast University
Job Title

Professor of Finance

Email Address

Additional Authors

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Brian C. Payne, University of Nebraska at Omaha
Job Title
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