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.
3 Steps That Made Our Business Work Better
By Katherine VessenesSometimes a less streamlined process is needed.
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.
November 10, 2015
7 trends to watch in direct mail marketingIs direct mail really dead? Whats new and whats working in direct mail these days?
November 10, 2015
Millennials do not like big banksCommunity banks won with younger customers last year, netting a 5 percent increase in account holders ages 18 to 34, while credit unions recorded a 3 percent gain.
November 09, 2015
Should colleges be held to a fiduciary standard?You wanna solve the college debt problem? Have the schools co-sign all loans.
November 09, 2015
10 Best Unusually Ranked Public Colleges: 2015The CollegeNet Social Mobility Index aims to recast the competition for prestige around factors that improve access, affordability and graduation.
November 02, 2015
LPL Joins Ranks of Other Advisory Firms With New Internship ProgramThe program was developed with Private Advisor Group, one of the largest hybrid RIAs on its platform.