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.
Rules for ETFs Will Change in 2020
By Bernice NapachRegulatory changes, commission-free trading and ultra-low fees could make 2020 an interesting year for ETFs.
December 18, 2019
LPL Nabs Team With 7 Reps, CPAs From Royal AllianceMeanwhile, Wells Fargo FiNet added three advisors from Edward Jones, RBC Wealth and Royal Alliance.
December 17, 2019
5 Ways the Secure Act Would Affect Retirement, 529 PlansAdvisor Jeffrey Levine breaks down the sweeping retirement bill.
December 11, 2019
Ex-NFL, Ohio State Players Tackle New Advisor RolesOne former football player has gone independent after time with Merrill, while another is joining the firm that manages his money.
December 10, 2019
E-Trade Acquires Student Loan Benefits Provider GradifiThe $30 million cash acquisition positions E-Trade Financial to offer student loan benefits through employer benefits programs.
December 09, 2019
Financial Wellness May Save Some People's Vision: Guardian SurveyWorkers who said they were in fair or poor financial health were twice as likely to skip eye exams.
November 20, 2019
4 Common Questions About Reverse MortgagesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 20, 2019
5 Ways Reverse Mortgages Pay You MoneyOne positive of reverse mortgages is that the payouts are not taxable because they are considered a loan.