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 To Confront Your Retired Client's Student Loan Debt Burden
By Bryan NicholsonHere's one idea for dealing with part of a $1.4 trillion crisis.
April 22, 2019
26-Year-Old CFP Offers Financial Planning for NerdsSelf-described nerd Ian Bloom tells ThinkAdvisor how he designed his planning-focused fee model with gamers in mind.
April 18, 2019
Parental Support Past Age 25 Is the New Normal: StudyA Merrill/Age Wave study found that young adults struggle more than previous generations did to become financially independent.
April 15, 2019
More Companies Offering Student Loan Repayment BenefitsThis benefit could provide a payoff for employers as well as employees.
April 10, 2019
Most Parents Expect to Chip In for Kids' College, Weddings: AmeripriseParents are providing more support to adult children than they received from their own parents, a survey finds.
April 09, 2019
10 Dumbest States for Financial Literacy: 2019WalletHub ranked the 50 states and the District of Columbia based on financial habits, financial education and other metrics.
April 09, 2019
Envestnet to Offer Pre-Qualified Loans on Client PlatformTo provide a "holistic" approach to managing client portfolios, the firm's advisors soon will be able to offer pre-qualified loans.
April 09, 2019
Grandparents Are a Major Economic Force: AARPGrandparents spend $179 billion annually on their grandchildren, AARP reports.