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.
15 Business Schools Whose Grads Earn the Most
By Michael S. FischerEleven of these schools produce business graduates with median mid-career salaries in the six figures, PayScale reports.
August 18, 2023
Americans Fed Up With College Costs, Student Loan Debt: SurveyOnly 3 in 10 respondents to a Bankrate survey said student borrowers should pay back their entire balance.
August 10, 2023
Advisors Can Help Clients Invest for Their Kids Through New Wealthtender, UNest PartnershipThe UNest FinPro program offers advisors access to a dedicated service team, educational webinars and more.
August 07, 2023
Don't Overlook Roth IRAs for Children and GrandchildrenRoth IRAs are particularly attractive for younger savers because of the potential for significant tax-free growth.
July 31, 2023
FPA Joins New Coalition to Back 529 Plan BillThe Tomorrow's Workforce Coalition is championing legislation that allows 529 plan funds to be used to cover the costs of maintaining professional credentials.
July 28, 2023
Debate: Is Restarting Student Loan Interest Accumulation a Good Idea?Our tax experts discuss President Biden's plan to restart student loan interest accumulation before the repayment freeze ends.
July 20, 2023
MOVEit Data Breach Hits 30 Colleges via TIAA, Other VendorsThe Teachers Insurance and Annuity Association of America's vendor, PBI Research, used the software and experienced a "cybersecurity incident."
July 19, 2023
Insurance and Annuity Plans Need FlexibilityLife and annuity industry veteran Paul Wetmore recommends some strategies that can adjust as clients' lives do.