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.
October 06, 2010
Connecticut Taps The Hartford to Launch Advisor-Sold 529 PlanConnecticut Treasurer Denise Nappier announced Wednesday that, after a competitive bid process, she has selected The Hartford Financial Services Group to launch and manage CHET Advisor, a new advisor-sold 529 college savings program for state residents.
October 05, 2010
San Francisco Mayor Wants College Accounts for KindergartenersDeposits would be small but the hope is that they will pay huge dividends
September 21, 2010
Legacy Financial Advisors raises funds for disabled local actorIn an effort to raise funds for the Northeast Spinal Cord Injury Association and the Zachery Weinstein foundation, Legacy Financial Advisors Inc., Milford, Mass., sponsored the fourth annual Codger Cup at Wedgewood Pines, Stow, Mass. Click the headline for the full story.
September 17, 2010
FPA Releases 2010-2011 Financial Planning Salary SurveyWomen financial planners earn 96% when compared with their male counterparts
September 17, 2010
FPA Releases 2010-2011 Financial Planning Salary SurveyDespite a tough job market, nearly half of financial planning firms report they plan to hire additional staff in the next 12 months. That's one...
September 07, 2010
U.S. Insurers Not Likely to Fall in Sovereign Debt Crisis: FitchLife insurers' foreign sovereign debt exposure is 'restrained.'
September 01, 2010
New York Cuts College Savings 529-Plan Fees in HalfNew York State Comptroller Thomas DiNapoli announced earlier this week that his office would reduce fees associated with the state's 529 College Savings Program Direct Plan.
August 25, 2010
Fidelity: Family College Funding Levels FallU.S. parents appear to have enough resources to meet only 16% of college costs, down from 18% in 2009.
August 25, 2010
Fidelity: Family College Funding Levels FallU.S. parents appear to have enough resources to meet only 16% of college costs, down from 18% in 2009.
August 24, 2010
Fidelity College Cost Study Shows Advisors Help Parents SaveAs many parents dip into retirement savings to pay for their children's college educations, the parents who work with a financial advisor are saving more for college costs, Fidelity Investments reported in a study released Tuesday, August 24.