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.
Agency Acquires Indiana Advisor
By Staff WriterWestPoint Financial Group is scooping up Champ Financial Service L.L.C.WestPoint, Carmel, Ind., is a general agency of Massachusetts Mutual Financial Group, Springfield, Mass.Champ Financial, Indianapolis, ...
June 01, 2008
Read the Fine PrintJust as it's wise to read prospectuses before investing, be sure to read loan contracts in detail before you transfer, because some firms structure transition...
June 01, 2008
Giving Minority Students A Leg Up in the BusinessMany people have bemoaned the lack of racial and ethnic diversity within and around the profession, noting the obvious fact that the makeup of the...
June 01, 2008
How Will a Networker Work?The idea is to "create wealth, not just make money," says the ambitious Watkins, 28, who wants to "lead the new generation" to a secure...
May 31, 2008
What is the next big purchase you're planning on making?We might plan a big trip. My wife's always been after me to go to Alaska; last year we rented a condo on the Gulf shore for the month of January. We might also think about buying a car. And if we had to downsize to a new home so...
May 28, 2008
Sandwich generation just got tighterIf you're planning on turning your child's room into a study, you might want to hold off. Seems college graduates are having a tough time...
May 28, 2008
Credit crunch hits college fundingBoomers routinely wrestle with the dilemma of funding a child's college education versus saving for their own retirement. Unfortunately, the Wall Street Journal reports the...