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.
Showing up is 61 percent of the battle!
By Dan NormanWhat can you learn from the college application process?
November 23, 2009
Oppenheimer To Settle 529 SuitOppenheimerFunds Inc. has reached an agreement with Oregon officials to settle a lawsuit filed over the company's management of the state's 529 college savings programs.
November 18, 2009
ING Team Aims At Higher Ed PlansA financial services company has set up a business development team that will focus on selling retirement plan services to 403(b) plans at colleges and universities.
November 11, 2009
Survey: Women Place High Value On CollegeWomen appear to be more likely than men to say that it is very important for their kids to get a college degree.
November 05, 2009
Fed Leaves Rates UnchangedThe Fed says that conditions "warrant exceptionally low levels of the federal funds rate for an extended period."
November 03, 2009
HUB May Go ShoppingAn insurance broker has borrowed $200 million from an existing credit facility, and it says it may use some of the cash for "possible acquisitions."
November 02, 2009
A TARP Failure: CIT Files for BankruptcyBig lender plans quick exit from Chapter 11
November 02, 2009
An Important, Often Overlooked, Risk to ClientsI've often heard it said that it is very difficult to be a generalist as a financial planner. One reason may be that there is...