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.
Why big companies like Anthem have started to send their employees to college
By Akane OtaniCompanies are treating their employees' educational advancement as a key corporate undertaking not just something to do to be nice.
June 01, 2015
529 plans: The college savings tool most families don't know aboutTwo-thirds of American families don't know what a 529 college savings account is, a survey found. Heres what your clients should know.
May 29, 2015
Marv Tuttle: FPA’s Guiding Light—The 2015 IA 35 for 35Marv Tuttle reared the Financial Planning Association through its childhood and adolescenceand its seminal lawsuit against the SEC.
May 28, 2015
Student loan debt seriously hurting retirement dreamsPre-retirees (55-64) and retirees (65-74) are carrying an unprecedented -- and quite terrifying -- amount of student loan debt.
May 28, 2015
529 Plans: The College Savings Tool Most Families Don’t Know AboutAbout two-thirds of families don't know what a 529 plan is, according to a recent survey. Here's what your clients should know.
May 22, 2015
5 things new grads should do when they get their first paycheckMany millennials need help taking advantage of retirement benefits and paying down bad debt.
May 19, 2015
Is It Prime Time for Floating-Rate Bank Loans?Today, many fixed income investors are seeking higher yields and protection against rising rates. Floating rate bank loans may be a timely solution.
May 19, 2015
These four charts show banks could lend more aggressively to millennialsTo lenders, millennials are like ugly-looking fruit: They may appear suspect, but on the inside they're just as good a bet as the next apple.