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Category:
College Planning & Student Loans

Paying Off Student Loans Issues

Updated 12/1/2024

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

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
Related Guides
College Funding Issues
Category: College Planning & Student Loans
Student Loan Income Driven Repayment (IDR) Plan Eligibility
Category: College Planning & Student Loans

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