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.
New Jersey bonds add to pension costs as bills rise: muni credit
By Darrell Preston and Elise YoungThe payments on New Jersey's underfunded pension system are set to grow to almost $500 million by 2020.
March 05, 2015
5 Tips for Saving for College in 2015While college costs seem to rise inexorably, there are ways for parents and grandparents to pay for a child's tuition without breaking the savings bank.
March 02, 2015
Three Rules of Moral BehaviorRonald Duska is a recognized leader in helping business executives and financial professionals learn the principles of ethical decision making.
March 02, 2015
Aiding and Abetting: How Client Wrongdoing Can Hurt YouMost financial advisors would refuse to aid and abet a client in breaking the law. But sometimes the situation isn't so clear-cut.
February 26, 2015
10 reasons my closing ratio tops 90%How one firm's sales process went from dismal to dynamic.
February 23, 2015
U.S. Banks Hoard $2 Trillion of Ultra-Safe BondsWhat do Americas banks know about the state of the U.S. economy that has them hoarding Treasuries?
February 10, 2015
How Advisors Can Reach Tech-Savvy MillennialsHere are some methods advisors can use to attract millennials, who are expected to have a net worth approaching $7 trillion by 2018.
February 05, 2015
Bills on 529 plans, small biz taxes head for House voteFSI supports the two bills: one to loosen some rules on 529 plans and another to allow small businesses to deduct office equipment.