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.
Use Roth IRAs to Save for College
By Erin LowryRoth IRAs are more flexible than 529 plans, but there's one big catch.
May 26, 2022
Most College Savers Don't Know About 529 Plans: Edward JonesWhile 55% of respondents consider saving for college a top priority, only 40% recognized this education savings tool.
May 02, 2022
14 Best Value Public Colleges: Princeton Review, 2022These public institutions have earned the company's highest return-on-investment rating.
April 28, 2022
14 Best Value Private Colleges: Princeton Review, 2022These private institutions have earned the company's highest return-on-investment rating.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 29, 2022
Nearly Half of Families Earning $100K or More Lack an Estate Plan: SurveyMany respondents said they thought they weren't wealthy enough to need one.
March 01, 2022
10 More Reasons You're Worth Your FeesPeople will pay more if they feel they are getting good value for their money.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.