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.
UConn’s Endowment Abandons Hedge Funds for New Kind of ETF
By Emily GraffeoThe increasingly popular exchange-traded funds use options to protect against losses while capping upside gains,
November 22, 2024
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered QuestionsThe strategy offers both big promise and big regulatory questions that remain to be answered.
November 21, 2024
Know These New Retirement Planning Rules for 2024 and BeyondNew Secure 2.0 rules affecting RMDs, catch-up contributions and more take effect in 2024 and 2025.
November 21, 2024
15 Best Colleges for a Finance DegreeUndergraduate finance degrees from these schools can yield high earnings at a relatively low cost, Degreechoices finds.
November 15, 2024
A Better Way to Coach Clients (and Their Children) Through College EnrollmentThe pressures of planning for higher education costs can trigger less-than-rational decision making.
November 04, 2024
20 Best-Paying Jobs for College Business Majors: 2024This popular course of study prepares graduates for a variety of potentially lucrative career tracks.
October 30, 2024
SEC Hit These 6 Firms With Reg BI Fines in 2024The SEC cracked down this year after industry complaints that FINRA was taking the lead.
October 30, 2024
8 Ivy League Colleges' Endowment Returns, Ranked: 2024The elite schools' average 8.3% return on investments was a significant improvement over last year's average 2.3% gain.