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.
April 19, 2023
Can Your Clients Tap an IRA to Pay for College?Some taxpayers may be able to access their IRA savings to cover higher education costs without penalty.
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.
February 22, 2023
Making Hard Financial Decisions When Teens Have a Mental Health CrisisA serious mental illness diagnosis in the family can require enormous financial planning changes, Paul Peeler tells ThinkAdvisor.
December 08, 2022
Should Your Clients 'Superfund' Their 529 Plans?Clients with 529 college savings plans can "bunch" contributions for up to five years. But should they?
November 11, 2022
Younger Workers, Women Need More Flexibility to Meet Financial GoalsA survey finds that younger workers have a bleak financial outlook.
September 22, 2022
How to Help Parents When College and Retirement Collide: Advisors' AdviceClients who had kids in their 30s or later could hit two expensive milestones very close together.
September 07, 2022
10 Hard Questions That Reveal Why Investors Need AdvisorsYour clients and prospects have hard questions on their minds. Demonstrate your value by answering them.
August 10, 2022
Use Roth IRAs to Save for CollegeRoth IRAs are more flexible than 529 plans, but there's one big catch.
July 05, 2022
12 Most Affordable U.S. States: 2022Average pay is at least 30% higher than the cost of living in these states, a job search site reports.
June 17, 2022
New Bill Would Allow Rollovers From 529 Plans to Roth IRAsThe bipartisan College Savings Recovery Act would allow unused education savings to be rolled over without penalty.