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.
BestBequest: Because You Can't Take Your Passwords With You
By Sabrina BachaiBestBequest is a way to make client data accessible to a trusted person in case of emergency.
August 25, 2014
A New HopeIn the individual video interviews I conducted with the leaders of the 2014 Broker-Dealers of the Year, I asked what advice theyd give to a college student considering a career in the financial advice field.
August 20, 2014
Parents Agree Kids Should Help Pay for College: FidelityParents plan to cover 64% of their childrens college costs, Fidelitys eighth annual College Savings Indicator Study found.
August 20, 2014
Fiduciary-Only Advisors: Of Attorneys, 'Agents' and SchmucksReaders of my recent blogs had some interesting responses (with colorful language) about the viability of my suggested designation of 'Fiduciary-Only Advisors.'
August 08, 2014
5 Tax Strategies to Pay for College Without Going BrokeOne wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
August 07, 2014
Does Treasury See Market Crisis Ahead?Minutes of an obscure Treasury committee discuss plans to raise cash in the short term, but also note a severe cash crunch in two years.
August 06, 2014
CFP Board Names Votava 2015 Chairman-ElectG. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
August 05, 2014
BMO report: Canadians' household debt rises 6 percentThe research reveals that household debt has increased in each region across Canada, except for the Prairies and Ontario.