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.
The 401(k) Loan: Friend or Foe for Clients?
By William H. Byrnes, Robert BloinkBorrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
June 12, 2015
One way to find new insurance professionals: Grow your ownApprenticeships have come a long way since the Middle Ages. They can provide a new source of talent for the insurance industry.
June 10, 2015
UBS Makes Case for Borrowing as an Investment StrategyIf 2%-plus yields on 10-year Treasuries don't excite you, then logic dictates you should take the other side of the trade by borrowing cheaply.
June 09, 2015
15 Best Paying Jobs for College Business Majors: 2015PayScale looks at popular careers for business majors and the salaries that can be expected.
June 08, 2015
Why toddlers need savings accounts as much as millennialsInvestment and retirement accounts are not enough anymore -- and the earlier people learn this, the better off they are, according to a recent report.
June 07, 2015
11 best & worst 529 college savings plans of 2015: MorningstarThese are the Gold, Silver and, well, Negative plans.
June 05, 2015
Reverse mortgages in the hot seat againAs more baby boomers choose reverse mortgages to tap into their home equity, they need to understand the unique terms and features of this product.
June 03, 2015
Why big companies like Anthem have started to send their employees to collegeCompanies are treating their employees' educational advancement as a key corporate undertaking not just something to do to be nice.