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.
March 24, 2011
Moody’s Downgrades Spanish BanksRatings agency acted two weeks after downgrading Spanish government debt.
March 23, 2011
New study reveals CLUs and ChFCs earn more than CFPsSole practitioners and senior financial planners holding the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) credentials earn significantly more than Certified Financial Planner (CFP) certificants, according to a new study.
March 22, 2011
New study reveals CLUs and ChFCs earn more than CFPsSole practitioners and senior financial planners holding the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) credentials earn significantly more than Certified Financial Planner (CFP) certificants, according to a new study.
March 16, 2011
What women wantI have built my financial services business by targeting the women's market. Fancy charts or graphs do not impress women.
March 16, 2011
What women wantI have built my financial services business by targeting the women's market. Fancy charts or graphs do not impress women.
March 07, 2011
FRC: College Savings Plan Assets ClimbU.S. college savings plan asset totals have increased 56% in the past 24 months, according to Financial Research Corp.
March 07, 2011
FRC: College Savings Plan Assets ClimbU.S. college savings plan asset totals have increased 56% in the past 24 months, according to Financial Research Corp.
March 07, 2011
Moody’s Cuts Greek Debt Three Notches, Threatens Additional CutsMoody’s Investors Service on Monday slashed Greece’s credit rating three notches, from Ba1 to B1, and added that further cuts might be in the works if it cannot reduce its debt. T
March 02, 2011
FPA Backs Fiduciary Standard, Reaches Out to FSI MembersThe FPA is sticking by its fiduciary standard of care, says group president Martin Kurtz, and is also looking to re-engage FSI members while searching for ways to help provide education and advice to more Americans.
March 02, 2011
U.S. Cities Wth the Most Credit Card DebtSan Antonio tops the list. Who else made the cut?