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49 Tips for the Academic Year

Money Minds
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By: Brad Yeckley MBA, PhD(c), CPFC

As summers heat begins to give way to a more embraceable air that fills our lungs with the coolness of an upcoming fall, we are all once again navigating the beginning of a new academic year. This one may be different than any other we will ever encounter in our lifetime, but nevertheless, some things still carry the familiarity of falls past and hopefully falls to come.

One thing is certain not only in this current moment but has been as true as the leaves falling from the trees and pumpkin spice showing up in everything.   I am talking about the need to appropriately manage our finances as we embark on a new academic cycle.  In this article, I give you 49 tips for this fall and beyond that will hopefully make your financial lives a little easier and in turn take away just a bit of the pressure you may be experiencing. Now I understand that some of these tips require a traditional type semester setting, but I am an eternal optimist. I can’t bring myself to remove the advice that reflects a return to what we once may have taken for granted, but surely never will again. 

Hopefully, you can deploy a few if not many of these tips in your own lives and then share them with someone else who may need a little helping dialing in their finances of making ends meet. If you want to discuss any of these tips or your own personal financial situation, please feel free to visit the Financial Literacy and Wellbeing website at https://ninerfinances.uncc.edu/ for more information or to schedule. 

 

SAVE THE MONEY YOU ALREADY HAVE

  1. Make sure your checking accounts are free

  2. Only carry a zero annual fee credit card

  3. Work while in school if possible

  4. Never be late on a payment

  5. Never overdraft your checking

  6. Use cashback at stores instead of ATM’s

SAVE MONEY ON COLLEGE EXPENSES

  1. Have both an academic and financial path to graduation

  2. Fill out the FAFSA every year regardless of your finances

  3. Monitor your loan debt every semester

  4. Apply for outside scholarships and grants

  5. Minimize textbook expenses

  6. Be sure to look for education discounts on software and hardware

  7. Use technology from the library instead of buying

  8. Print on campus when possible

SAVE MONEY ON FOOD AND DRINKS

  1. Budget your meal plan

  2. Pay attention to restaurant and bar promotions

  3. Attend events with free food

  4. Learn to cook

  5. Utilize wholesale stores and unit cost

  6. Use Yelp and Groupon discounts

SAVE MONEY ON COLLEGE ENTERTAINMENT

  1. Attend free campus and community events

  2. UREC instead of a gym membership

  3. No cable needed

  4. Ask for student discounts on entertainment and food

  5. Use the library for leisure reading

  6. Volunteer

  7. Start a side hustle you love

  8. Student group and organization offerings

SAVE MONEY ON TRANSPORTATION AND TRAVEL

  1. Student travel tours

  2. Live close to campus

  3. Consider not having a car here

  4. Find carpool buddies

  5. Public transportation

  6. Utilize travel rewards programs

  7. Consider low cost break trips or service-oriented trips

SAVE MONEY WHILE LIVING OFF CAMPUS

  1. Have roommates

  2. Renters insurance is a must

  3. Reduce your cell phone plan

  4. Don’t over decorate

  5. Be mindful of utility costs

  6. Maintain high credit score for better housing options

  7. Location matters

  8. Buy used or second-hand furnishings

  9. Protect your security deposit

  10. Live at home

  11. Separate leases for roommates

3 GENERAL RULES

  1. Be intentional with every transaction no matter how small

  2. The way you handle money now will be how you do it later – form good habits

  3. LIVE LIKE A STUDENT NOW, OR YOU MIGHT HAVE TO LIVE LIKE ONE FOR THE REST OF YOUR LIFE. IT IS UP TO YOU!