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.
Advisors: Are You Listening to Your Senior Clients?
By Daniel WilliamsIn a recent survey, we reached out to senior consumers to get an idea of how they feel their financial advisors are listening to them and their financial concerns.
April 30, 2012
An F in EconomicsIn late March I wrote a small article entitled College Seniors Dont Know the ABCs of IRAs, which focused on Jeff Rose, CEO of Alliance Wealth Management and his experience speaking to a crowd of soon-to-be college graduates.
April 27, 2012
Finding Financial Crisis Culprits; Selling Advisors Like iPhones: May Research—SlideshowResearch magazine's May cover story, "Finding the Culprits," focuses on derivatives expert Janet Tavakoli and her hard-hitting analysis of who and what caused the financial crisis.
April 27, 2012
PPACA: GOP Ignores Veto Threat, OKs Student Loan BillRepublicans want to pay for rate relief by killing a PPACA preventive care fund.
April 27, 2012
PPACA: GOP Ignores Veto Threat, OKs Student Loan BillRepublicans want to pay for rate relief by killing a PPACA preventive care fund.
April 26, 2012
Mega Millions? Meh.Right now, there are a few very lucky, very wealthy people who I hope will find the right kind of financial advisers to steer them through the dangers of suddenly accumulated wealth.
April 25, 2012
A Strategy for Affording CollegeFaced with massive budget deficits, state legislators across the country are looking to chop college education funding to fill the gaps.
April 25, 2012
Liars, Cheaters and ThievesJanet Tavakoli is a Chicago-based consultant with experience structuring and trading credit derivatives.