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.
Three Washington Heavyweights to Drive Advisor Agenda in ’13
By Melanie WaddellThree key Washington heavyweights will have a crucial role in advisors lives next year: Elisse Walter, the new SEC chairman; Rep. Jeb Hensarling, the incoming House Financial Services chairman; and Phyllis Borzi, at the DOLs EBSA.
December 17, 2012
Friedman Sees Fiscal Cliff Deal by Christmas Eve, as Obama, Boehner MeetAs Speaker John Boehner and President Obama met Monday morning to iron out further details on a possible deal, political analyst Andy Friedman remains optimistic on a deal by year-end.
December 13, 2012
Why We Need a Financial Advisory ProfessionThe very good reasons why retail investorsall of us, in factneed a true profession to provide financial advice.
December 05, 2012
What will the fiscal cliff cost you? There’s a tool for thatForget what increased taxes and major spending cuts will do to our economy. What does it mean for your wallet?
December 05, 2012
The Recession’s toll: How middle class wealth collapsed to a 40-year lowFor the typical American family, the Great Recession is like reverting back to the 60s.
December 03, 2012
The best idea for the debt ceiling? Abolish it foreverThe debt ceiling isn't a weapon of legislative restraint. It's a just another cliff a Financial Cliff that warps Washington into behaving even more foolishly than normal.
November 30, 2012
Do you have a debt situation? If so, what are you doing about it?Im working on it. Things had gotten completely out of hand due to housing, bad investments and an elderly parent that required nursing. All of that took a toll...
November 30, 2012
What is your debt situation and what are you doing about it?I wish I was doing more about it, but everythings so expensive these days.