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.
Edward Jones Partners With Duke and the University of Oregon
By Melanie WaddellAs part of the collaborations, the wealth management firm will hold financial education workshops for students and athletes.
July 27, 2026
New Bill Lets Foster Children Receive Trump Account DonationsThe Foster Youth Investment Act adds an eligible qualifying class for the federal savings vehicles.
July 16, 2026
10 Best MBA Programs for Finance: Princeton Review, 2026Researchers based their selection on such data as the percent of graduates entering the industry and their starting salary.
July 15, 2026
Roth IRAs for Kids: A Planning Opportunity for the FamilyThe benefits of these accounts for minors are often overlooked, given that they are typically retirement income vehicles.
July 01, 2026
PRO
Ed Slott: Brush Up on OBBBA and Trump Accounts — NowClients will ask about these developments, the tax expert says, as a way to "judge their advisor's competence."
June 29, 2026
IRS Provides Gift Tax Relief for Trump AccountsTaxpayers had raised concerns that Trump account donations would trigger gift tax reporting rules.
June 08, 2026
Third of Gen Xers, Half of Millennials Rely on Parents Financially: StudyAdvisors agree that it's a common situation across the income spectrum.
June 08, 2026
Best & Worst 529 College Savings Plans in 2026: MorningstarInvestor assets in the education accounts grew to a record $550 billion by the close of 2025.