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.
March 20, 2007
Financial Planners Average $283,000 Annually: SurveyFinancial planners responding to a recent survey reported mean gross earnings of $283,079 in 2006, up almost 18% from the 2005 average.Longevity in the profession ...
March 18, 2007
Morningstar Rates The Best And The Worst 529 PlansBoomers putting their kids through college may be surprised to learn that there can be significant differences in the financial returns afforded by the many ...
March 06, 2007
The Best & Worst of College Savings Planshere have been some significant recent developments affecting 529 college savings plans, with substantial changes in state and federal tax benefits that should serve to increase the appeal of the plans. The most notable change was the Pension Protection Act of 2006, which made permanent an investor's ability to withdraw...
March 01, 2007
March 2007NASAA, the state securities regulators association, reported that between 2004 and 2005, 26% of the 3,635 state enforcement actions dealt with the financial exploitation of...
March 01, 2007
Dean of College FundingDeborah Fox knew it was time for a career switch when one day, working at a fish farm, she was tossing Purina Fish Chow into...
February 27, 2007
They Shouldn't Have to AskAccording to a survey commissioned by Hartford Life, a large percentage of people are interested in 529 plans. However, the percentage of people that are actually offered a 529 program by their advisor is much lower. Conducted in early fall of 2006 by Opinauri, Inc., the survey interviewed 300 parents...
February 18, 2007
529s And Federal Budget ProposalsOther developments are occurring in Washington that could ultimately affect 529 sales, although professionals had varying views on their chances of threading their way through ...
February 18, 2007
PPA Gives 529 Plans A BoostSection 529 College Savings Plans have experienced a surge in growth as parents take advantage of provisions of the Pension Protection Act of 2006, industry ...
February 18, 2007
PPA Gives 529 Plans A BoostSection 529 College Savings Plans have experienced a surge in growth as parents take advantage of provisions of the Pension Protection Act of 2006, industry ...
February 16, 2007
Tiburon SF Conference Announces SpeakersTiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called