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.
Bill Gross on Greece: ‘Grexit’ Might Be Best-Case Scenario
By Danielle AndrusGross talked about what Greeces No vote means for the country and the eurozone and why the markets reaction isnt as calm as it appears.
June 29, 2015
Financial Illiteracy: The Local SolutionPershing Advisor Solutions CEO Mark Tibergien, worried about the lack of financial literacy, did something quite personal about it.
June 29, 2015
Which College Majors Are Solid Investments?Choose carefully if you want to be an advisor or anything else.
June 29, 2015
College Savings Demystified: The Devil Is in the DetailsCollege tuition presents one of your clients largest pre-retirement expenses, so be prepared for the detailed situations that will round out their individual funding scenarios.
June 24, 2015
Has Deborah Fox Cracked the Millennial Code?The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
June 22, 2015
15 best-paying jobs for college business majors: 2015Financial advisor holds an impressive place on the list.
June 22, 2015
5 ways to cement relationships with client couplesSince couples typically account for about 60% or more of an advisors client base and wives tend to outlive husbands, advisors need to engage both partners of a couple equally.
June 19, 2015
5 Ways to Cement Relationships With Client CouplesWhen only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.