College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
11 Common 529 Plan Questions, Answered
By John ManganaroThe educational accounts have a lot of potential but also come with a degree of complexity.
April 08, 2025
20 Most Expensive Colleges: 2025Get ready for sticker shock: These numbers don't even include room and board.
March 28, 2025
How to Talk With Clients About Saving for a DisabilityDevelopmental Disabilities Awareness Month is a reminder that many physical and mental disabilities are not visible.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
January 24, 2025
HENRYs: A Promising Young Market for AdvisorsFirms may benefit from targeting young, high-income people who are often neglected by the industry.
January 16, 2025
New Raymond James Program Seeks to Support Tampa Bay EducationThe firm has committed $7.5 million to nonprofits that support success within and outside the classroom.
January 02, 2025
Prudential Welcomes Babies Born Jan. 1 With $150 ChecksThe company wants the first "Generation Beta" parents to know the power of compounding.
December 26, 2024
What to Tell Clients About the New College Aid FormAfter a rough ride with last year's FAFSA, applicants should expect an easier time with the latest version.