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.
Bills on 529 plans, small biz taxes head for House vote
By Melanie WaddellFSI supports the two bills: one to loosen some rules on 529 plans and another to allow small businesses to deduct office equipment.
February 03, 2015
Northwestern Mutual on hiring spreeIn advance of this week's jobs report, the company announced it will hire a total of 5,000 representatives and interns this year.
February 02, 2015
Earning Credentials in LGBT PlanningWhat holds back same-sex couples with good incomes from working with financial planners?
February 02, 2015
Rainbow Warriors: Working With LGBT ClientsInvestment Advisors February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.
February 02, 2015
10 Reasons My Closing Ratio Tops 90%How our firm's sales process went from dismal to dynamic.
February 02, 2015
Will You Fight for Financial Freedom?The monstrous Charlie Hebdo massacre has served to renew a broader societal debate about freedom.While it's easy enough to show up at a rally in Paris…
January 30, 2015
Research Affiliates Explains QEChris Brightman clarifies the different tacks taken by the Fed, the Bank of England, the European Central Bank and the Bank of Japan.
January 29, 2015
Growing percentage of the elderly and near-elderly have debtThe percentage of American families headed by individuals ages 55 or older with some level of debt was 65.4% in 2013, up from the 2010 level of 63.4%.