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.
15 Best Value Private Colleges: Princeton Review, 2024
By Michael S. FischerThe rankings take into account academics, costs, student debt, career services and graduation rates.
June 17, 2024
15 Most Expensive Private Colleges: 2024Tuition exceeds $65,000 a year at the 30 most expensive schools that The College Investor identified.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 09, 2024
Younger Investors Are Optimistic About Their Finances, But Want HelpA recent poll finds most Gen Zers and millennials are asking for financial advice but not always from advisors.
April 08, 2024
Biden Details Student Loan 'Plan B'Some 25 million borrowers would have their accrued interest fully or partially eliminated.
April 05, 2024
10 Reality Checks for Overly Optimistic ClientsWhat happens when clients think the good times of 2024 are endless? It's up to advisors to pose tough questions and take action.
March 06, 2024
On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a ShrugWhile open questions remain around these rollovers, some advisors say there are better ways to save for college.
February 26, 2024
College Endowment Returns Rebounded in Fiscal 2023U.S. higher-learning institutions and affiliated foundations gained 7.7%, net of fees, according to the yearly study.