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.
Parents Agree Kids Should Help Pay for College: Fidelity
By Danielle AndrusParents plan to cover 64% of their childrens college costs, Fidelitys eighth annual College Savings Indicator Study found.
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.
August 05, 2014
BMO report: Canadians' household debt rises 6 percentThe research reveals that household debt has increased in each region across Canada, except for the Prairies and Ontario.
August 05, 2014
BMO report: Canadians' household debt rises 6 percentThe research reveals that household debt has increased in each region across Canada, except for the Prairies and Ontario.
July 31, 2014
Top Ways College Is Paid For: Sallie MaeMore American families are reaching into their pockets to pay college tuition and borrowing less, according to a just-released study by Sallie Mae.
July 24, 2014
Morgan Stanley to Pay $275M to SEC in Mortgage CaseMorgan Stanley units understated the number of delinquent loans in two mortgage-backed securities, the SEC says.
July 16, 2014
Ethical Wills: A Good Way to Get Close to ClientsIt may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.