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.
Why now is a good time to remind clients to save for college
By Bernice NapachNot only are college costs rising along with student loan debt, but families are saving less for college.
September 04, 2015
Hillary Clinton returns for delicate dance in Puerto RicoBorrowing to pay for health care has been a major cause of the territory's problems.
August 31, 2015
Is Financial Wellness Finally Taking Off?For years there's been lots of talk about the benefits of financial wellness programs.
August 20, 2015
Citi Overlooked a Few Thousand Illegal TradesA major job of banking compliance is to keep separate a bank's trading and relationship functions. Citigroup Global Markets sometimes messed up that separation.
August 19, 2015
Answering the 5 basic questions from a new clientGet answers to the top five questions your clients should be asking.
August 18, 2015
Answering the 5 basic questions from a new clientGet answers to the top five questions your clients should be asking.
August 17, 2015
Northwestern football players cannot form union, NLRB rulesOne of the players' goals was to negotiate for better medical benefits for injured athletes.
August 13, 2015
4 Signs American Consumer Is Fine, and Poised to Spend MoreIf the Fed is looking at these four numbers, a September rate hike is more likely--as is continued economic growth in the U.S.