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.
Rainbow Warriors: Working With LGBT Clients
By Olivia Mellan, Sherry ChristieInvestment Advisors February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.
January 29, 2015
Debt Rising Among Older Americans: EBRIPeople over 55 owe more money, and they owe enough to make it a problem.
January 29, 2015
NFL Players Turned Advisors Commend Cardale's Career MoveAdvisors with pro sports experience sound off on Sunday's Super Bowl and Ohio State quarterback Cardale Jones' desire to become a financial planner.
January 28, 2015
Obama Drops 529 Tax Plan; New College Saving Bills FloatedAdministration will now focus on delivering a larger package of education tax relief that will have bipartisan support.
January 23, 2015
Treasury market's inflation fears could lead to rise in interest ratesThe recent pick-up in U.S. inflation expectations may give the Fed additional support to raise interest rates.
January 22, 2015
Student Debt Could Be Discharged in Bankruptcy Under New House BillMeanwhile, college savings proponents are rebelling against one of Obama's college-related proposals.
January 21, 2015
S&P Got a Little Casual With Its Mortgage RatingsHere's a story the SEC tells about Standard & Poor's 2010 holiday party that ends in $67 million in fines for S&P.
January 16, 2015
8 ways to beat procrastinationHow can you stop the stress of not getting things done? Try some of these solutions.