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.
Fed to 'Enhance' Truth in Lending
By John SullivanThe Federal Reserve Board on proposed enhanced consumer protections and disclosures for home mortgage transactions.
August 09, 2010
FPA, CFP Board, Others Join for College Financial Planning ChallengeThose who remember College Bowl days will find a few similarities in the competition launched under the auspices of the FPA, the Academy of Financial Services, Ameriprise Financial, and the CFP Board.
August 06, 2010
Conference receives widespread support from industryA panel discussion at the event featured the perspectives of, from left, Clyde Hill, ChFC, State Farm, Pierre L. Greene, Northwestern Mutual and Eric M. Nation, New York Life. Click the headline to read full story.
August 06, 2010
CFP Launches '25 Tips Over 25 Weeks' Consumer Financial Planning InitiativeThe Certified Financial Planner (CFP) Board of Standards is commemorating its 25th anniversary with a "25 tips over 25 weeks" consumer advocacy program.
August 01, 2010
Morningstar to Rate 529 PlansMorningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within...
August 01, 2010
College Savings: Do Your HomeworkDavid Blain of D. L. Blain & Co., LLC in New Bern, North Carolina, recounts a new client couple who came to him already buried...
August 01, 2010
Elizabeth JettonElizabeth calls herself an "Episcopal Southern gal from Memphis, Tennessee," who grew up very middle class. Bored in college, she followed a spiritual bent by...
August 01, 2010
Spend Wisely and Lower Your ExpectationsFred Amrein of Amrein Financial in Wynnewood, Pennsylvania, is one of the advocates for wise spending. "One of the things that makes us really different,"...