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.
Pressed for Cash, Older Boomers Turn to Reverse Mortgages
By Bill CoffinA new study from the MetLife Mature Market Institute shows that the average age of reverse mortgage users is plummeting, as Boomers increasingly turn to the device as a standard financial planning option.
March 09, 2012
Greece Gets 95% Participation in Debt SwapGreek Finance Minister Evangelos Venizelos was quoted saying, The debt-swap results show that international markets see the prospects the Greek economy has to regain a sustainable fiscal situation.
March 08, 2012
Would You Like Fries with That?While you may not have recognized it, the last time you ordered from a fast food restaurant or went to the post office, there is a good chance you experienced some form of cross-selling or up selling.
March 06, 2012
Medical Bills Can Wreck Credit, Even When Paid OffThink paying doctor bills is enough to keep your credit clean? Think again.
March 06, 2012
Medical Bills Can Wreck Credit, Even When Paid OffThink paying doctor bills is enough to keep your credit clean? Think again.
March 05, 2012
The End of Ownership: Why Aren't Young People Buying More Houses? (The Atlantic)Despite richer couples, cheaper mortgages and a lot of unwanted houses, young home owners are on the decline.
March 02, 2012
Fellow Advisors, All Your Models Are 'Garbage': John MauldinAfter the developed world, and eventually even the U.S., deleverages, asset allocation models can be brought back. Is France the next Greece, or is it Japan?
March 01, 2012
Top 10 Biggest College Savings PlansTotal 529 savings plan assets topped $144 billion at the end of 2011, a 7.3% increase from the third quarter, according to Financial Research Corp.