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, 2005
Principal Announces Second-Quarter GrantsA foundation affiliated with Principal Financial Group Inc. has awarded about $800,000 to nonprofit organizations in communities where Principal has a large number of ...
August 16, 2005
Figueira Joins Insurance School TeamThe American College has hired Russell Figueira to be associate vice president of alumni relations.[@@]Figueira previously was senior director of project management and human ...
August 16, 2005
Conseco Gets Lower Interest RatesConseco Inc. has succeeded at replacing some of its secured debt with cheaper, more flexible unsecured debt.[@@]Conseco, Carmel, Ind., had to borrow money on ...
August 15, 2005
NASD Investigating Some 529 PlansByDo 529 college savings plans need reform?The National Association of Securities Dealers is investigating 20 broker-sold 529 funds that have made at least 90% of ...
August 11, 2005
NAPFA to Offer Two Days of Free Advice to CallersArrangement with Kiplinger's to focus on college savings
August 10, 2005
Conseco Takes Step Toward Refinancing DebtConseco Inc. has completed previously announced plans to raise $300 million by issuing convertible "debentures," or unsecured notes, through a private placement.[@@]Conseco, Carmel, Ind., ...
August 01, 2005
Fill 'er UpThe 529 college savings plan market is booming--particularly among plans sold through advisors. At the end of 2004, 82% of 529 sales came from advisor-sold...
August 01, 2005
THE GLUCK REPORT, Part II: Planning Software Test DrivesThe independent financial advisor world has been fighting for years about fees and whether you can accept commissions and still be a professional. But the...
July 23, 2005
CFP's New Fiduciary Standard: Ho-hum Or Can Of Worms?For life insurance professionals who hold or desire the certified financial planner mark, the standard of client care required of a CFP designee has been being ratcheted up a notch. A new fiduciary standard that took effect on July 1, and...
July 14, 2005
MetLife Donates $500,000 To Community CollegesThe MetLife Foundation says it will be giving a total of $500,000 to 11 community colleges throughout the United States.[@@]The grants will range from ...