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.
Boomer Mortgage Debt Could Dampen Economy
By Victoria Stilwell, BloombergA growing number of homeowners are reaching retirement age still owing money on their houses, causing a squeeze on other spending.
August 27, 2014
Can CFPs Really Be Fiduciaries?To my mind, the onus for establishing standards for how CFPs should live up to a fiduciary standard fall squarely on the CFP Board.
August 25, 2014
A New HopeIn the individual video interviews I conducted with the leaders of the 2014 Broker-Dealers of the Year, I asked what advice theyd give to a college student considering a career in the financial advice field.
August 20, 2014
Parents Agree Kids Should Help Pay for College: FidelityParents plan to cover 64% of their childrens college costs, Fidelitys eighth annual College Savings Indicator Study found.
August 20, 2014
Fiduciary-Only Advisors: Of Attorneys, 'Agents' and SchmucksReaders of my recent blogs had some interesting responses (with colorful language) about the viability of my suggested designation of 'Fiduciary-Only Advisors.'
August 08, 2014
5 Tax Strategies to Pay for College Without Going BrokeOne wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
August 07, 2014
Does Treasury See Market Crisis Ahead?Minutes of an obscure Treasury committee discuss plans to raise cash in the short term, but also note a severe cash crunch in two years.
August 06, 2014
CFP Board Names Votava 2015 Chairman-ElectG. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.