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 Employers Are Addressing the Student Debt Explosion
By Bernice NapachA growing number of companies are helping borrowers repay their student loans.
September 05, 2019
The 529 Plan v. Retirement Account SmackdownIs it a good idea to use a retirement plan to pay for kids' education? Sometimes. Is it ethical? Of course it is!
September 05, 2019
DOE Fix for Student Loan Forgiveness Program Is Massive FailureA GAO report found that the Temporary Expanded Public Service Loan Forgiveness program rejected 99% of applications.
August 29, 2019
LPL Adds $700M Team From MML: Recruiting RoundupMeanwhile, Raymond James' employee channel nabs a Wells Fargo complex manager to lead its Denver operations.
August 28, 2019
Eight College Teams to Face Off at Financial Planning MeetThe top three teams will receive scholarships for studies at their respective schools.
August 28, 2019
Pro Athletes Going Broke? Not on Frank Zecca's WatchManaging more than $500 million in assets for about 250 clients, OFS Wealth helps players manage their riches.
August 27, 2019
XY Planning Network Announces Fintech FinalistsMichael Kitces, cofounder of XYPN and Bill Winterberg of FPPad will be part of panel reviewing the six finalists' offerings at the September conference.
August 27, 2019
Ways Cyberfraud Can Jeopardize Your Clients' PlansSomething as simple as using an unsecure network could derail retirement financial plans. Here's how to avoid that.