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.
College Planning: Correcting the Great 529 Plan Mistake, Penalty-Free
By William H. Byrnes, Robert BloinkHelping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.
November 16, 2014
15 Colleges With Best Paying Graduate Degrees: 2014Is a master's degree worth the steep cost? That depends partially on where you choose to get it.
November 14, 2014
More CFPs needed but board ‘won’t lower standards’: CFP board’s KellerBoard will foster growth partly through corporate partners; needs to get its arms around robo trend.
November 13, 2014
Advisor on Mission to Make Clients—Yours and Hers—HappierDonna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.
November 11, 2014
7 Key Issues for Next-Gen Financial AdvisorsWe asked a panel of young, rising star advisors at a recent conference what younger investors are looking for. Here are their insights.
November 10, 2014
Advisors, Don’t Retire at 65: SIFMA PanelOne way to ease the talent crisis is to encourage older advisors to stay in the business longer, panelists said.
November 10, 2014
More CFPs Needed but Board ‘Won’t Lower Standards’: CFP Board’s KellerBoard will foster growth partly through corporate partners and needs to get its arms around the robo-advisor trend, CEO Kevin Keller says.
November 06, 2014
Financial Planning Programs Clamoring for Latina StudentsYoung Hispanic women have been the "star performers" in William Paterson's financial planning degree programs and are highly sought after by other schools.