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.
RIAs want more investment options in 529 plans
By Warren S. HerschRIAs concerns about the fees imposed by providers of 529 college savings plans has increased by more than half.
February 14, 2014
Is College Really Worth It?In the anguished debate over the value of higher education, a new Pew Research Center study weighs in.
February 11, 2014
House GOP Prepared to Vote on Clean Debt Ceiling RaiseHouse GOP members were unable to get enough support for debt limit plan to mostly eliminate a cut in the military retirement cost-of-living adjustment.
February 10, 2014
Yellen, Not Debt Ceiling Debate, to Spark Washington FireworksWhile Yellen will face tough critics Tuesday, analysts are optimistic that a debt limit bill will pass prior to the Feb. 27 deadline.
February 06, 2014
CFP Board Says New Ads, Exam Format Part of Membership PushBoard wants to add 12,000 CFPs; computerized tests "hopefully will encourage more people to sit for the exam," says CEO Kevin Keller.
January 30, 2014
BofA Should Pay $2.1 Billion in Fraud Case, U.S. SaysBofAs Countrywide unit should pay the maximum of $2.1 billion in penalties for selling defective mortgage loans to Fannie and Freddie, the U.S. said.
January 30, 2014
Ted Cruz keeps debt ceiling fight in toolboxHe shrugs off blowback from colleagues who fear another government shutdown.
January 27, 2014
Republicans pan Obama executive authority strategyPaul says Obama should stop complaining about gridlock.