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.
Oops! Reinhart-Rogoff Research Tripped Up by Typo
By Gil WeinreichA simple Excel spreadsheet error punches a hole in a highly cited economic paper by Carmen Reinhart and Kenneth Rogoff that has been used to bolster policies favoring restraint in government spending.
April 11, 2013
Advisors: Stop renting and buy the buildingA compelling case study illustrates why an Small Business Administration loan just might be the perfect fit for your business.
April 11, 2013
Advisors: Stop renting and buy the buildingA compelling case study illustrates why an Small Business Administration loan just might be the perfect fit for your business.
April 10, 2013
Low Investor Confidence: An Opportunity for Independent AdvisorsAs the previous financial meltdown helped create the independent investment advisory profession, so the current lack of trust in the investment system spells an opportunity for today's independent advisors.
April 10, 2013
Advisors with CLU, ChFC designations earn moreFinancial advisors with a CLU or ChFC designation earn 20 percent to 50 percent more than their peers, according to a new report.
April 10, 2013
Advisors with CLU, ChFC designations earn moreFinancial advisors with a CLU or ChFC designation earn 20 percent to 50 percent more than their peers, according to a new report.
April 08, 2013
529 College Savings Plans: Never Too Late to StartLate college saving is better than no college saving, says WSJ's Rosenthal.
April 03, 2013
NAPFA Names Top 30 InfluencersThe "30 Most Influential" program recognizes NAPFA members and staff who have made an impact on fee-only financial planning, the group and their peers since NAPFAs 1983 founding.