Monday, September 3, 2018

Another Government Program Too Good to be True

After writing in my last post what a bad idea it is for seniors to go into debt to pay for a child’s or grandchild’s education, I’m going to go a step farther and encourage even the student to shun student loans, or at least minimize what is borrowed to fund college attendance.
 
Being awash in debt, even for a good cause like obtaining higher education, saddles the borrower with years of payments, with no guarantee of a high-paying job to meet the payments and still maintain even a modest lifestyle.  Countless students fell into this debt trap in the early 2000’s and then found themselves graduating into the beginning of one of the nation’s worst recessions where they were unable to find decent-paying jobs.  I believe it’s happening again.  We’ve been riding high for over nine years in the recovery from the last recession.  Students (and not just students) are mortgaging their future with the debt they are incurring.
 
But the truth is, it doesn’t take a recession to do the students in.  The labyrinth that is the federal student loan program is enough to do that.  I’ve read or heard stories in the last month on CNBC, Mother Jones magazine, and NPR about students who graduate with relatively modest loan balances but by accepting loan forbearance offers to get them through a financially lean time end up owing much more than was actually borrowed.  The plans that cap monthly payments at a certain percentage of the borrower’s income are no better.  One former student, now age 61, had borrowed $55,000.  Several times he went into a period of forbearance.  The accruing interest was tacked onto the loan, and today he owes $300,000.  This may be an extraordinary case, but only in degree.  Similar stories abound.
 
The Public Service Loan Forgiveness program is no better, and might even be worse.  It holds out the carrot for borrowers that go into government or non-profit public service jobs of having their balances forgiven after ten years of payments.  But the rules for the program, the many exceptions and “gotcha” fine print that can disqualify someone from participating—even after making years of payments—have brought financial disappointment and grief to many others.
 
What’s the lesson here?  Besides eschewing debt, students and their parents need to be wary of government programs and fast-talking college financial aid officers.  The latter clearly have an incentive to paint a rosier picture of the repayment period to get you to borrow and enroll in their school.  But even upon graduating, they may continue to do you financial harm by encouraging wrong decisions.  You see, schools can lose their ability to participate in federal aid programs if too many of their graduates default on their loans within the first three years of repayment.  But a student in forbearance during that period of time cannot be counted against the school’s record.  This incentivizes the school to recommend that route over wiser courses of action.  In the end, the borrower will owe much more and likely find repayment harder; but by then his misery will not be the school’s problem.
 
And the design of the student loan program?  Like so many government plans, it sounds good on paper and maybe even came with lofty aims by the originators.  But it is still, in the end, a government program.  It is nearly impossible to navigate it safely these days except by the most savvy (and fortunate) of borrowers.  And this cannot be blamed on one political party over another, one administration over another, or even one Department of Education secretary more than another.  This is a mess decades in the making.  Steer clear of it if you are approaching college years, for yourself or a loved one.
 
Until next time,

Roger

 
“When that servant went out, he found one of his fellow servants who owed him a hundred silver coins.  He grabbed him and began to choke him.  ‘Pay back what you owe me!’ he demanded.  His fellow servant fell to his knees and begged him, ‘Be patient with me, and I will pay it back.’  But he refused.  Instead, he went off and had the man thrown into prison until he could pay the debt.” Matthew 18:28-30 NIV®*
 
*Scripture quotations taken from the Holy Bible, New International Version® NIV®
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