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.
Top 10 Dumbest States for Financial Literacy: 2014
By Dan BermanWalletHub, a financial decision making site, assessed states based on two categories: knowledge and education; and planning and daily habits.
May 13, 2014
SAGE Scholars: A Loyalty Points System for Paying College TuitionLooking for some perks to provide clients at low cost but with high satisfaction? Introducing SAGE Scholars.
May 13, 2014
Sallie Mae Fined $96 Million for Bilking Military on Student LoansSallie Mae charged too-high interest rates and denied rate reductions to servicemembers in combat zones over missing paperwork, CFPB says.
May 12, 2014
Reverse mortgages: What you need to knowFred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.
May 12, 2014
Reverse mortgages: What you need to knowFred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.
May 12, 2014
529 College Savings Plans Beat Benchmarks on After-Tax BasisBefore taxes many 529 college savings plans underperformed, but they topped comparable indexes when tax benefits were factored in, a study found.
May 09, 2014
Millennials doing better than prior U.S. generation, paper showsAre the kids alright? Maybe so.
May 08, 2014
Under the Hood: Reverse Mortgages—What You Need to KnowFred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.