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.
Generation X: Racking up debt — and paying a price for it
By Warren S. HerschThe growing comfort with debt may be having a greater effect on the retirement plans of Gen Xers.
July 06, 2015
Bill Gross on Greece: ‘Grexit’ Might Be Best-Case ScenarioGross talked about what Greeces No vote means for the country and the eurozone and why the markets reaction isnt as calm as it appears.
July 02, 2015
OverSavers anonymous: Where prudent savings meets pathologyThe classic example of financial hoarding: keeping more cash than necessary, even if youd be better served by paying off debt or investing.
June 29, 2015
Government Claims China Debt Issue Under ControlMany 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
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.