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.
Millennials doing better than prior U.S. generation, paper shows
By Victoria StilwellAre the kids alright? Maybe so.
May 07, 2014
Mortgage Debt Threatening Retirees’ Security: CFPBThe percentage of homeowners 65 and older with mortgage debt increased from 22% to 30% from 2001 to 2011, CFPB report says.
May 07, 2014
Top 10 Richest Prep Schools for 2014: Biggest EndowmentsThe Andovers and Exeters of the world use huge funds to pay for operations and tuition.
May 06, 2014
How to discuss the college cost-benefit calculusHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.
May 06, 2014
How to discuss the college cost-benefit calculusHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.
May 06, 2014
The Rise of the Financial Planning AcademicDoctoral programs in financial planning, and the academic research conducted by students and their professors, will usher in a new era in financial planning.
May 01, 2014
How to Discuss the College Cost-Benefit CalculusHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.
April 30, 2014
Raymond James Nabs $80M Wells Team in CaliforniaTwo advisors join the employee channel in Santa Barbara with some $950,000 in yearly fees and commissions.