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.
Roth IRAs for Kids: A Planning Opportunity for the Family
By Robert Bloink and William H. ByrnesThe benefits of these accounts for minors are often overlooked, given that they are typically retirement income vehicles.
June 08, 2026
Third of Gen Xers, Half of Millennials Rely on Parents Financially: StudyAdvisors agree that it's a common situation across the income spectrum.
June 08, 2026
Best & Worst 529 College Savings Plans in 2026: MorningstarInvestor assets in the education accounts grew to a record $550 billion by the close of 2025.
June 02, 2026
How Raising Children Later in Life Changes Retirement PlanningIf older clients start having children, or grandparents unexpectedly take on parenting duties, complications often arise.
May 01, 2026
Americans' 9 Biggest Financial Worries: GallupConcerns about costs far outpace all other fiscal challenges, the annual Economy and Personal Finance survey finds.
April 30, 2026
12 Best-Value Small Colleges and Universities: 2026Researchers analyzed more than 1,000 schools, public and private, with 5,000 students or fewer.
April 22, 2026
When a Client Wants to Help Their Child Buy a HomeAdvisors told us how they help parents aid their adult children without derailing their retirement plans.
April 08, 2026
Why David Blanchett Avoids 529sBut the popular retirement researcher doesn't think everyone else should necessarily do so.