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.
How Advisors Could Save Their Clients Thousands on a Home Loan
By Jane Wollman RusoffConsultant James Deitch tells ThinkAdvisor how, thanks to automation, advisors can cut loan officers out of the picture.
December 23, 2019
Philanthropy 2020: Looking Backward to Go ForwardAlthough charitable giving remains strong, tax efficiencies might be key.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 23, 2019
My Client Thinks Investment Advice Should Be Free. What Now?If your clients are wondering what they're paying you for, remind them of these 14 things.
December 23, 2019
What's Next for the Schwab-TD Ameritrade Deal, in 8 ChartsMorgan Stanley analysts highlight the bumps the $26 billion merger could face over the next year or so.
December 23, 2019
Auto Loan Rejection Rate Nearly Doubles in 2019: Fed SurveyApplication rates for auto loans decline by 3% while mortgage application rates climb by nearly 2%.
December 23, 2019
Slower U.S. Growth Expected in 2020But experts cited a ramped-up trade war or election victory by Warren or Sanders as potential black swans that could precipitate recession.
December 21, 2019
Trump Signs Secure Act Into Law With Spending BillAlong with retirement planning changes, the law allows 529 plans to be used to repay college loans.