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.
Advisors: Stop renting and buy the building
By George HarropA compelling case study illustrates why an Small Business Administration loan just might be the perfect fit for your business.
April 10, 2013
Advisors with CLU, ChFC designations earn moreFinancial advisors with a CLU or ChFC designation earn 20 percent to 50 percent more than their peers, according to a new report.
April 08, 2013
529 College Savings Plans: Never Too Late to StartLate college saving is better than no college saving, says WSJ's Rosenthal.
April 03, 2013
NAPFA Names Top 30 InfluencersThe "30 Most Influential" program recognizes NAPFA members and staff who have made an impact on fee-only financial planning, the group and their peers since NAPFAs 1983 founding.
March 25, 2013
Congress’ Next Slugfest: Debt Ceiling, 3 Battling BudgetsNow that the government is funded through September, Congress must tackle the debt ceiling and three separate budgets, says Andy Friedman of The Washington Update.
March 22, 2013
Why twenty-somethings aren’t doomed to be poor (but thirty-somethings might be)Will 20-somethings be able to crawl out of the impact crater the recession left after it wiped out 30-somethings and older?
March 18, 2013
CFP Board Hires Cranford as New LobbyistThe CFP Board has beefed up its lobbying power by hiring Todd Cranford, who advised former Rep. Barney Frank, D-Mass.
March 15, 2013
Want to Hire Young Advisors? Let Them Work With PeopleThe No. 1 role students want in a financial services firm is relationship management, a survey by Schwab Advisor Services found.