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.
December 01, 2007
The Certification AdvantageMany different designations have been designed to aid advisors in servicing elderly clients correctly. Here are three common designations recommended by advisors. Registered Financial Gerontologist (www.aifg.org) Introduced...
December 01, 2007
The Compensation IssueAfter speaking with multiple advisors and representatives from the major groups that certify advisors to work with the older population--The American College, the Society of...
November 16, 2007
House Passes Mortgage Reform BillThe House Financial Services Committee passed November 15 its somewhat controversial Mortgage Reform and Anti-Predatory Lending Act of 2007 (H.R. 3915), which seeks to combat predatory lending practices.
November 01, 2007
Group ThinkThe Financial Planning Association (FPA) and the National Hospice and Palliative Care Organization (NHPCO) announced a joint effort to help individuals financially prepare for end-of-life...
November 01, 2007
Assets in 529 Plans Grow; Some Changes to ComeThanks primarily to the 2006 Pension Protection Act, which made withdrawals from 529 college-savings plans exempt from income taxes, interest in 529 plans has been...
October 24, 2007
Another Reason to Talk About 529 PlansAccording to the College Board's Trends in College Pricing 2007 report, tuition and other costs, excluding room and board, increased on average to $6,185 at public four-year colleges this year, up 6.6% from last year, while tuition at private colleges hit $23,712--an increase of 6.3%.
October 23, 2007
Predatory Lenders Targeted by New LegislationIn response to financial market disarray and dire straits for many homeowners caused by the structured mortgage securitization frenzy of the past several years, three Congressional Representatives have introduced legislation which would protect borrowers from predatory mortgage lending practices, and reform the mortgage origination and securitization process.
October 21, 2007
Advisors Can Sway Boomers' View Of 529 Savings Plans, Survey ShowsDespite the considerable tax benefits 529 college savings plans offer, numerous parents still do not have a 529 plan, a recent survey by Hartford Financial ...
October 09, 2007
Financial School Honors SparacioThe American College has named Joseph Sparacio to its Alumni Hall of Fame.The Bryn Mawr, Pa., college organized the college to recognize some of its ...