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.
Puerto Rico talks risk rises with Supreme Court hearing appeal
By Michelle KaskeMajor creditors say they have already approved a debt restructuring plan.
December 01, 2015
Puerto Rico Avoids Default by Making December Bond PaymentsThe island's governor may claw back some revenue to pay for essential services and general obligation debt.
December 01, 2015
Blaine Aikin, CEO of fi360, Named CFP Board 2016 Chair-ElectAikin is the head of fi360, which provides the AIF and AIFA designations to fiduciary advisors.
November 30, 2015
3 Steps That Made Our Business Work BetterSometimes a less streamlined process is needed.
November 30, 2015
Why Critical Thinking Is in Short SupplyAn illusion of causality can trip up even trained pros, Bob Seawright says.
November 25, 2015
State of U.S. financial literacy means advisors are more important than everFindings of Standard & Poors Ratings Services Global Financial Literacy Survey paint a fascinating, and yet sad, picture.
November 25, 2015
$30K in Student Loan Debt Could Mean $325K Less in RetirementThe under-35 age group has more than tripled its education debt since 1989, LIMRA says; pre-retirees and retirees also hold significantly more education debt today.
November 24, 2015
State of U.S. financial literacy means advisors are more important than everFindings of Standard & Poors Ratings Services Global Financial Literacy Survey paint a fascinating, and yet sad, picture.