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.
April 17, 2008
529 savings plans on regulators' radarIf you sell 529 college savings plans, now is the time to tighten your sales practices to ensure client suitability. That's because both the NASD and the SEC are cracking down on violations in sales of these popular programs. The NASD, for
April 01, 2008
Living your missionThe following is based on one of Norm Trainor's clients, Joel Goodhart. When I first started coaching Joel Goodhart, he was a Top of the Table advisor and was already a peak performer. Yet, like many successful financial advisors, Joel has a
April 01, 2008
Group ThinkThe American College selected Carroll Walker as this year's recipient of the Samuel H. Weese Award, an honor given to individuals "in recognition of that...
March 31, 2008
Living your missionThe following is based on one of Norm Trainor's clients, Joel Goodhart. When I first started coaching Joel Goodhart, he was a Top of the Table advisor and was already a peak performer. Yet, like many successful financial advisors, Joel has a
March 23, 2008
Fund Provider Gives American Boomer College Savers A "D"Experts report that boomer families are increasingly recognizing 529 college savings plans as a flexible and valuable medium for funding their children's higher education. A ...
March 07, 2008
Why Producers Need Public RelationsMany people often confuse marketing and public relations (PR). However, the difference between PR and marketing is fairly simple - PR handles the relations between a company and its various publics, such as the
March 04, 2008
All 529s Are Not AlikeRecent Savingforcollege.com research explored the fees attached to 529 plans nationwide, resulting in a list of the lower- and higher-cost plans. According to the study, the least-expensive 529 plans available are offered by Utah, Oregon, Ohio, Illinois, and North Carolina, while the most expensive plans are offered by Montana, Nebraska,...
March 01, 2008
Behind Every Successful Man . . .Ian Yankwitt had an interest in investments from his college days and before being seduced by the law, figured he'd go to work in finance....
February 20, 2008
Firm Identifies Low-Cost 529 PlansThe least expensive 529 college savings plans available nationwide are offered by Ohio, Illinois and North Carolina, a research firm reports.The study by Savingforcollege.com LLC, ...
February 01, 2008
The advantages of common groundIsaac Asimov, the great science fiction writer and political philosopher, reasoned that "all things being equal, we root for our own sex, our own culture, and our own locality."