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.
Top 12 States for 529 Savings Plan Asset Growth
By Allison BellIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 11, 2025
Top 10 Countries for Wealthy FamiliesThese countries offer quality education, top-tier employment opportunities and good quality of life, Henley & Partners finds.
April 08, 2025
New Bill Expands 529 Plan Funds to Training Programs, Including CFP MarkThe legislation allows the education accounts to be used to pay for postsecondary training and credentialing.
April 08, 2025
20 Most Expensive Colleges: 2025Get ready for sticker shock: These numbers don't even include room and board.
March 28, 2025
How to Talk With Clients About Saving for a DisabilityDevelopmental Disabilities Awareness Month is a reminder that many physical and mental disabilities are not visible.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
January 24, 2025
HENRYs: A Promising Young Market for AdvisorsFirms may benefit from targeting young, high-income people who are often neglected by the industry.
January 16, 2025
New Raymond James Program Seeks to Support Tampa Bay EducationThe firm has committed $7.5 million to nonprofits that support success within and outside the classroom.