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.
Good news on college costs: Student loan rates to drop soon
By Janet LorinThe expected reset would mean a college student with the average $28,000 in federal loans could save about $1,400 over 10 years.
May 04, 2015
A College Education Is a Terrible Thing to WasteAn important concept in personal finance is the distinction between investment returns and investor returns.The former represents the potential obtainable…
May 04, 2015
Evaluating Young Financial PlannersEarlier 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 04, 2015
Is College Still a Good Investment?As costs rise and standards sink, helping clients get their educational moneys worth is a growing challenge.
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.