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.
May 01, 2011
When was the last time you had a thorough financial review?We have a review every three years to make sure we're still where we want to be. And whenever we have some sort of major change, we will go and meet with him.
April 30, 2011
How to help clients cope with the national debtDon't confuse the debt with the deficit. The deficit is the measure of what comes in versus what goes out on an annual basis.
April 30, 2011
How concerned are you about the federal budget deficit?I am concerned, of course. It is a terrible situation that the country's gotten itself into.
April 30, 2011
When was the last time you had a thorough financial review?We have a review every three years to make sure we're still where we want to be. And whenever we have some sort of major change, we will go and meet with him.
April 28, 2011
New site demystifies financial designationsThe American College has launched a new Web site aimed at helping consumers make sense of the "alphabet soup" of designations for financial advisors.
April 28, 2011
New site demystifies financial designationsThe American College has launched a new Web site aimed at helping consumers make sense of the "alphabet soup" of designations for financial advisors.
April 28, 2011
Debt doom and gloom: Help clients be preparedI want to talk about our national debt. Why? Understanding and explaining the implications is vital.
April 27, 2011
American College Posts Designation GuideThe American College has developed a website that can help consumers and others identify and understand common financial services professional designations.
April 27, 2011
American College Posts Designation GuideThe American College has developed a website that can help consumers and others identify and understand common financial services professional designations.
April 26, 2011
Euro Zone Deficit Down in 2010, but Portugal, Greece UpAs the euro zone works to regain investor confidence in its finances, 2010 figures released Tuesday revealed that while overall, the region's deficit had dropped, those of Portugal and Greece had not.