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.
U.S. Fiscal Policy and the Debt Ceiling: A Troubling Scenario
By Mike PattonRaising the debt ceiling is neither inherently good nor bad, but in a slow-growth economy, can we continue to service our growing debt?
December 21, 2012
How it WorksAdvisors Ahead Preparatory Program is targeted at active students, providing a defined curriculum for their sophomore, junior and senior years.
December 19, 2012
Three Washington Heavyweights to Drive Advisor Agenda in ’13Three key Washington heavyweights will have a crucial role in advisors lives next year: Elisse Walter, the new SEC chairman; Rep. Jeb Hensarling, the incoming House Financial Services chairman; and Phyllis Borzi, at the DOLs EBSA.
December 19, 2012
Want Professional Standards, Advisors? Get an Exclusionary RuleIf youre going to have professional standards, you have to be able to kick out folks who dont meet them.
December 19, 2012
Fitch says fiscal cliff may cost U.S. 'AAA' ratingA downgrade is possible if lawmakers cannot agree on how to cut the deficit and avoid the broad government spending cuts and tax increases that go into effect next year if no deal is reached.
December 17, 2012
Friedman Sees Fiscal Cliff Deal by Christmas Eve, as Obama, Boehner MeetAs Speaker John Boehner and President Obama met Monday morning to iron out further details on a possible deal, political analyst Andy Friedman remains optimistic on a deal by year-end.
December 13, 2012
Why We Need a Financial Advisory ProfessionThe very good reasons why retail investorsall of us, in factneed a true profession to provide financial advice.
December 05, 2012
What will the fiscal cliff cost you? There’s a tool for thatForget what increased taxes and major spending cuts will do to our economy. What does it mean for your wallet?