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.
CFP Board Names Votava 2015 Chairman-Elect
By Melanie WaddellG. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
July 31, 2014
Top Ways College Is Paid For: Sallie MaeMore American families are reaching into their pockets to pay college tuition and borrowing less, according to a just-released study by Sallie Mae.
July 24, 2014
Morgan Stanley to Pay $275M to SEC in Mortgage CaseMorgan Stanley units understated the number of delinquent loans in two mortgage-backed securities, the SEC says.
July 16, 2014
Ethical Wills: A Good Way to Get Close to ClientsIt may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
July 14, 2014
American College Retools ChFC ProgramNew courses address divorce, behavioral finance and financial planning for LGBT community.
July 14, 2014
Older Canadians are better off than their parents in the 1980sMedian net worth of households headed by someone aged 65 and older rose more than four-fold between 1984 and 2012.
July 02, 2014
Honoring Advisors Who Serve(d): July 4th, 2014On Fourth of July, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
July 01, 2014
Bob Rodriguez Warns of Fiscal Nightmare Unless GOP Takes SenateFPA's Bob Rodriguez warns that Americas fiscal fuse is nearing its end unless U.S. voters stage a revolt in midterm elections.