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.
Advisor ex Machina: The Rise of Algorithm-Based Advice
By Danielle AndrusCorporate Insight has released a preview of research expected to be published in October that examines the effect of online financial advice startups on the industry.
September 09, 2013
20 Best & Worst States for Pension FundingPublic employees of some states find their retirement plans imperiled through bloated promises and mismanagement, while employees of other states are better off.
September 05, 2013
529 plan assets continue to growResearch shows 529 college savings plan assets hit $183.5 billion at the close of the second quarter, up from $180.3 billion in the first quarter.
September 05, 2013
529 plan assets continue to growResearch shows 529 college savings plan assets hit $183.5 billion at the close of the second quarter, up from $180.3 billion in the first quarter.
September 05, 2013
Saving in 529 Plans Continues to RiseAssets in 529 college savings plans increased slightly in the second quarter of 2013, according to data from Strategic Insight.
September 04, 2013
NAPFA Taps Leitz as National Chairwoman for 2-Year TermLinda Leitz, co-owner of the fee-only financial planning firm Its Not Just Money in Colorado Springs, will be NAPFA chairwoman for the 2013-2014 board term.
August 30, 2013
Clients’ Kids Off to College? 5 New Risks, 6 Solutions for ParentsA child away at college raises new and heightened possibilities for lawsuits that could come back to your clients the parents doorstep.
August 28, 2013
Congress Girds for Another Debt Fight as Deficit ShrinksThe deficit is at its lowest level since late 2008, LPL's John Canally writes; PIMCO and Washington Analysis weigh in on the battle ahead.