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.
College Major Change: How to Ease Pain of Lost Time and Money
By Danielle AndrusCFP Board's Blayney and others on how to help clients when their kids change in major results in more time and money spent on education.
January 14, 2014
Americans serious about reducing debtMost of those with credit card debt believe it is very important they have a plan in place in 2014 to pay it off.
January 14, 2014
Americans serious about reducing debtMost of those with credit card debt believe it is very important they have a plan in place in 2014 to pay it off.
January 08, 2014
10-3-1 and the One Card System: Al’s gifts that keep on givingAl Granum built his famous prospecting system off a simple truth: The best way to get someone to listen is through a referred lead.
January 08, 2014
10-3-1 and the One Card System: Al’s gifts that keep on givingAl Granum built his famous prospecting system off a simple truth: The best way to get someone to listen is through a referred lead.
January 07, 2014
Greed, Sex and Drugs on Wall St.: Therapist to Financial Pros Tells AllJonathan Alpert, psychotherapist to the Street, talks to ThinkAdvisor about why some advisors and bankers are so self-destructive.
January 03, 2014
An Age-by-Age Guide to Teaching Clients’ Children About MoneyMoney talk in some families is almost as taboo as sex talk, providing advisors an opportunity to educate clients and build relationships that last generations.
December 27, 2013
How to Obliterate the Cost of CollegeWant a Stanford education without the $59,000 a year price tag? The growth in massive open online courses (MOOCs) now makes that possible.