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.
September 03, 2024
The Best Colleges in 15 Categories: Princeton Review, 2024These schools are tops in professor quality, food, financial aid and more, according to the test-prep company.
August 29, 2024
Housing Wealth Puts Millennials Closer to Retirement ReadinessEarlier generational shortfalls have closed thanks to a big jump in the value of their homes.
August 27, 2024
IRS Issues FAQs on Student Loan Repayment Matching in Retirement PlansThe Secure 2.0 Act permits employers to match student loan repayments through retirement plan contributions.
August 19, 2024
9 Questions to Ask Clients Before School StartsBack-to-school season is a great time to get clients talking about college and education-related costs.
August 02, 2024
12 Worst States for Student Loan Debt: 2024College loans now total $1.6 trillion, with each of the nation's 42.8 million borrowers owing nearly $38,000 on average.
August 01, 2024
15 Best Value Private Colleges: Princeton Review, 2024The rankings take into account academics, costs, student debt, career services and graduation rates.
July 01, 2024
New Bill Expands 529 Plan Funds to Transportation, ParkingThe Accessible College Campus and Expanded Student Savings Act would make college more affordable, its backers say.
July 01, 2024
15 Best Value Public Colleges: 2024The Princeton Review ranked schools' return on investment based on academics, salaries and other factors.
June 17, 2024
15 Most Expensive Private Colleges: 2024Tuition exceeds $65,000 a year at the 30 most expensive schools that The College Investor identified.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.