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.
Has Deborah Fox Cracked the Millennial Code?
By Bob ClarkThe Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
June 19, 2015
5 Ways to Cement Relationships With Client CouplesWhen only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
June 15, 2015
The 401(k) Loan: Friend or Foe for Clients?Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
June 15, 2015
Government vs. Private Loans for College: What Borrowers Should KnowSome private lenders are charging lower rates than the government this year, but beware the tradeoffs.
June 12, 2015
One way to find new insurance professionals: Grow your ownApprenticeships have come a long way since the Middle Ages. They can provide a new source of talent for the insurance industry.
June 12, 2015
One way to find new insurance professionals: Grow your ownApprenticeships have come a long way since the Middle Ages. They can provide a new source of talent for the insurance industry.
June 10, 2015
UBS Makes Case for Borrowing as an Investment StrategyIf 2%-plus yields on 10-year Treasuries don't excite you, then logic dictates you should take the other side of the trade by borrowing cheaply.
June 09, 2015
15 Best Paying Jobs for College Business Majors: 2015PayScale looks at popular careers for business majors and the salaries that can be expected.