Saving for College
Learn about the best strategies and products your clients can use when saving for college as well as the guidance needed when applying for financial aid.
August 13, 2007
Campaign Ties 529 Promotion To Start Of SchoolJohn Hancock is trying to get parents, grandparents and others to think about college savings.Hancock, Boston, a unit of Manulife Financial Corp., Toronto, is linking ...
August 01, 2007
Hidden MoneyThe typical way an advisor helps clients save for their kids' college education involves a savings vehicle like 529 plans. Here are some lesser-known ways...
August 01, 2007
Tassel HassleA hot-button issue this time of year that brings clients to advisors is funding their child's college education. "The reason is just plain, old cost,"...
July 17, 2007
Older Americans Rate College Savings LowerAmericans are about evenly split over whether saving for their children's college education is more important than saving for their own retirement.About 43% say saving ...
July 17, 2007
Older Americans Rate College Savings LowerAmericans are about evenly split over whether saving for their children's college education is more important than saving for their own retirement.About 43% say saving ...
May 17, 2007
Parents Often Wish They Had Saved More For CollegeAmong parents who have had a child in college within the past 10 years, 53% say they didn't save enough for college, and 55% wish ...
May 09, 2007
College Costs Can Linger Long After GraduationFormer University of Michigan student Debbie Ardemendo says the $150 college loan payment she makes each month does not even cover the interest on the ...
May 01, 2007
College Savings To See Big Boost From PPA: AdvisorsThanks to the Pension Protection Act of 2007, more than 25% of financial advisors who do not yet sell 529 college savings plans expect to ...
April 04, 2007
College-Saving Tipsoseph Hurley, founder of Savingforcollege.com, has published the Family Guide to College Savings, an 88-page manual that delves into the planning and savings options available to families for a child's college education. The guide covers areas such as affording the college of your choice; comparing college savings alternatives; transferring assets...
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...