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.
Evaluating Young Financial Planners
By Caleb BrownEarlier this spring, I visited four CFP Board-registered university programs to ensure we are sourcing the best available talent for the firms we represent.
May 01, 2015
What do millennials think about their finances? [Infographic]More than half of millennials are interested in working with a financial advisor to figure out their planning needs.
May 01, 2015
SEC Investigates Bank of America for Doing NothingIf you make it too obvious that your transaction is about getting around rules, that's the sort of thing that the SEC doesn't like.
April 30, 2015
Senate Finance Passes 529 Reform BillThe bipartisan bill modernizes the treatment of 529 plans in three ways.
April 29, 2015
Middle-class families shrink their college fund contributionsFewer parents are finding the money to save for their kids' college.
April 29, 2015
Middle-class families shrink their college fund contributionsFewer parents are finding the money to save for their kids' college.
April 29, 2015
World’s most indebted households paying creditors at record paceDanish households, who carry the biggest gross debt loads of any population in the rich world, look to have turned a corner.
April 28, 2015
529 College Plan Bill to Be Debated in Senate CommitteeThe bill is intended to "modernize" 529 plans and would designate computers as a qualified expense, among other provisions.