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.
When you've passed on, who inherits your credit card debt?
By Staff WriterThere are a lot of misconceptions out there; know the rules to avoid unnecessary headaches.
February 22, 2013
Leading With FlairDont even think of typecasting or pigeonholing Angela Graham-West. The university professor-turned-financial advisor fits no mold whatsoever.
February 21, 2013
Young adults after the recession: Fewer homes, fewer cars, less debtShowing great responsibility, young adults have dropped their debt-to-income ratio from 1.63 to 1.46.
February 19, 2013
NAPFA Elects Linda Leitz as National ChairwomanNAPFA tapped Leitz earlier than usual in the group's election cycle to add "continuity of leadership" as the group brings on a new CEO later in 2013.
February 19, 2013
Merrill Edge to Push Financial Planning for Mass AffluentIts new tool, Roadmap, includes a financial action plan and twice-a-year meetings with clients.
February 14, 2013
Fed Fueling America’s Slide to Southern European FuturePrinting money is not inflationary, say the inflation hawks at Rob Arnetts Research Affiliates. But no, the firm is not suddenly going all wobbly on the Feds quantitative easing policy.
February 12, 2013
Are you a mentor?When was the last time you reached back to help a colleague on his way?
February 05, 2013
New Frontier for the Yield-Hungry: Student LoansSkyrocketing college tuition costs and nose-diving yieldscombine the two and you may have something.