CollegeSure Investor Newsletter
Winter 2007

Making the Argument for College

Is It Worth the Cost?

According to the College Board, a not-for-profit membership association that represents col- leges and universities, the total cost of one year of college for the 2006-2007 academic year is $33,270. This includes the average tuition, fees, room and board at the 500 independent colleges included in the Independent College 500® (IC 500) Index.

Year to year, the one-year direct charges are up 5.74% and it has averaged annual increases of 5.16% since 1997. Today a student entering college may expect to pay $136,000 for a bachelor’s degree at the average independent college. In 15 years, parents of a 3-year-old child may expect to pay over $300,000 for the same degree.

While the numbers seem daunting, the value of a college education far exceeds the cost.

The financial advantages:

  • On average, according to the 2005 US Census, college graduates earned $16,638 more a year than high school graduates.

  • According to the US Bureau of Labor and Statistics, college graduates in 2005 were unemployed at a rate of 2.3% while high school graduates were unemployed at a rate of 4.7%.

  • On average, according to the 2005 US Census, college graduates receive an average 3.33% pay increase each year while high school graduates receive an average 3.11% yearly pay increase.

  • Over a 40-year career, when considering pay increases and unemployment rates, a college graduate is expected to earn $1.47 million more than a high school graduate. Using 2005 college costs along with the average college inflation rate, as well as the unemployment rate and average salary increase, the entire cost of college will be paid back to the graduate through the difference in salary from the average high school graduate within 7 years. Over a 40-year career, this leaves 33 years of ‘profit’ totaling $1.34 million.

When considered strictly as an investment, the money invested to pay for an undergraduate degree at the average private university will return 12.23% a year in increased salary for the graduate. If your child attends a less expensive, public college, the average rate of return is greater than 26% a year. In addition to financial advantages, education also has marked benefits on one’s quality of life.

Socio-economic advantages:

  • According to a Rutgers study, marriages are 13% less likely to end in divorce when at least one member has at- tended college, when compared to high school dropouts.

  • College graduates are more likely to have health insurance for themselves and their families. According to the 2005 US Census 8.5% of college graduates were without health insurance as compared to 21% of high school graduates.

  • Numerous studies, including a 2002 study by the University of California, suggest a relationship between years of education and increased life expectancy. Furthermore, college is becoming more important based upon increasing competition in the workforce. In 2005, 27.6% of adults had at least a bachelor’s degree. In 1986, only 19.4% had achieved that education plateau. In 2005, 35.1% of people age 18 to 24 were enrolled in a college or university.

With all of these benefits, it is easy to under- stand why most parents want their children to receive a college education. On June 30, 2006, according to the College Savings Plan Net- work, more than 8.8 million 529-plan accounts were open holding nearly $93 billion in assets.

Both the Montana Family Education Savings Program and the Arizona Family College Savings Program offer investors tax- free earnings when distributions are used to pay qualified higher education expenses. This makes the taxable equivalent rate of re- turn even more attractive than the nominal annual percentage yield (APY) of the investment. For example, the CollegeSure CD paid a 4.24% APY last year; the taxable equivalent was 5.89% for families in the 28% federal tax bracket.

Additionally, Montana residents can earn up to a $3,000 state tax deduction ($6,000 joint) for contributions to the Montana Family Education Savings Program. Pennsylvania, Maine and Kansas residents now can also receive a State tax deduction for contributions to either CollegeSure 529 plan offered by College Savings Bank.

And while rising college costs have parents concerned, this trend does offer an advantage to CollegeSure CD investors whose contributions are indexed to college costs.

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