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.
April 25, 2012
Legacy BuilderPicture the ubiquitous Plan Ahead poster. You know, the one with the little orphaned d because not enough room was left in the allotted space for it to fit in.
April 25, 2012
Liars, Cheaters and ThievesJanet Tavakoli is a Chicago-based consultant with experience structuring and trading credit derivatives.
April 25, 2012
How to Grow Your Practice in the African-American Market: Be SeenHow can you find clients in the rapidly growing African-American market? Think like your prospects think, and get active in your community.
April 25, 2012
How to Grow Your Practice in the African-American Market: Be SeenHow can you find clients in the rapidly growing African-American market? Think like your prospects think, and get active in your community.
April 24, 2012
Doubleline’s Gundlach Delivers Bleak Outlook on Nation’s Debt: IMCA ConferencePunctuating his comments with quotes from Shakespeare, Doubleline Funds Jeffrey Gundlach offered sobering testimony Tuesday about the current debt and deficit crisis in the United States and abroad.
April 19, 2012
An F in EconomicsIt turns out that the next generation of economists don't know enough about economics to plan for their own retirement.
April 17, 2012
Survey: Americans' Financial Security Edges Up, Marking Fourth Consecutive RiseImprovements in savings and optimism about college funding helped drive the overall increase, the survey says. Just over half (53%) were able to set aside money for savings this month, a three-point increase from February. This is the most Americans were able to save since October 2008.
April 16, 2012
Citi Reports Record Revenue Led by International TransactionsThe bank said Monday that it made $2.9 billion in the first three months of the year, or 95 cents per share, which includes a $1.3 billion accounting charge that Citi took because the value of its debt increased.
April 13, 2012
Grandparents Still Spoiling Grandkids, Despite Economy: AARP SurveySpoiling the grandkidswhat else are grandparents for? Most grandparents surveyed by AARP answered not much.
April 12, 2012
Irish Seek to Keep Debt Off Balance SheetA move by the Irish government in March to buy Irish Life Assurance for 1.3 billion euros ($1.7 billion) could jeopardize its attempt to keep 30 billion euros in debt off its balance sheet, after the deal changed the status of a special-purpose vehicle that owns the debt.