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.
Government Claims China Debt Issue Under Control
By Savita Iyer-AhrestaniMany investors are watching Chinas internal debt burden as they enter the second half of the year. Here are some of the key points.
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.
June 15, 2015
The 401(k) Loan: Friend or Foe for Clients?Borrowing 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 15, 2015
Government vs. Private Loans for College: What Borrowers Should KnowSome private lenders are charging lower rates than the government this year, but beware the tradeoffs.