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.
Under the Hood: What You Need to Know About HARP Mortgages
By Mike PattonThe government program to help homeowners who have under-water mortgages is still running, and many people remain eligible.
December 08, 2014
AIG could be better student lender than U.S., Hancock saysThe climbing cost of college education has helped swell total student debt to almost $1.2 trillion.
December 08, 2014
AIG could be better student lender than U.S., Hancock saysThe climbing cost of college education has helped swell total student debt to almost $1.2 trillion.
December 04, 2014
Gloomy Gross Sees No Return to Normal in His LifetimeJanus Capital bond manager Bill Gross says the time has come to take some chips off the table.
December 02, 2014
Fidelity Partners With Robo-Advisor LearnVestDeal will give Fidelity IWS, National Financial advisors preferred pricing and educational tools to reach emerging and mass affluent clients.
November 24, 2014
Bernanke Recalls ‘Panic’ During Fed Tenure, Defends QEBen Bernanke, who during the depths of the financial crisis worked seven-day weeks, sometimes availing himself of an office couch to catch some sleep, is now in memoir mode, collecting his thoughts for an upcoming book and for an audience of thousands at Schwab Impact in November.
November 20, 2014
4 important points to consider with Gen X clientsEvery generation has different wants and needs -- and Gen X is no different.
November 20, 2014
College Planning: Correcting the Great 529 Plan Mistake, Penalty-FreeHelping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.