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.
August 17, 2008
Many Sweat Over College Savings ShortfallMany boomer parents are starting to see their kids graduate from high school, only to realize they haven't socked away enough money for college.This year ...
August 17, 2008
Many Sweat Over College Savings ShortfallMany boomer parents are starting to see their kids graduate from high school, only to realize they haven't socked away enough money for college.This year ...
August 11, 2008
Craig LemoineCraig Lemoine has been named assistant professor of financial planning at The American College. He will take over the Financial Planning: Process and Environment and Security Analysis and Portfolio Management classes.
August 01, 2008
Designated PlannerFounded in 2002, the Certified College Planning Specialist (CCPS) designation is a program with an intense focus on college financial planning. All advisors interested in...
August 01, 2008
529 Boot CampSavingForCollege.com's sixth annual 529 conference will take place September 24-26 at the Mandalay Bay resort in Las Vegas. "The first day is our boot camp,"...
August 01, 2008
Eternal StudentsIn case you haven't noticed, back-to-school season is already upon us. Students entering their senior year of high school will be making last-minute visits to...
August 01, 2008
Meaning in MoneyShe's not a numbers person, unlike many financial advisors. What's fascinating instead to 24-year wirehouse veteran Susan McCarthy is the emotional relationship clients have with...
July 14, 2008
Treasury Injects Liquidity Into Fannie, FreddieActing to avert bankruptcy for the nation's two biggest home loan lenders, Congress approved an emergency "rescue package" over the weekend of July 12-13 that gives the Treasury Department the ability to inject billions in investments and loans to Fannie Mae and Freddie Mac.
July 07, 2008
Hancock Updates 529 Marketing ToolsA financial services company has reformatted publications that can help financial services professionals explain college savings plan options.John Hancock Freedom 529, Boston, a unit of ...
July 07, 2008
Hancock Updates 529 Marketing ToolsA financial services company has reformatted publications that can help financial services professionals explain college savings plan options.John Hancock Freedom 529, Boston, a unit of ...