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.
Poll: Most Americans Remain Pessimistic About Direction of U.S. Economy
By Warren S. HerschAccording to the poll, 57% of Americans are pessimistic about the current direction of the country. And 60% believe that their own financial well-being is determined by their actions and not events out of their control.
August 24, 2012
FPA Leader Wants CFP to Be the ‘One Designation’The Financial Planning Association would like to see CFP become the single designation for financial planners. The American College doesn't agree.
August 22, 2012
Survey: Americans’ Financial Security Edges Up in AugustReflecting the increased optimism, more survey respondents in August than in June indicate they are setting aside money for savings or investments and are somewhat likely to enjoy a comfortable retirement.
August 21, 2012
A Chat With CFP Board CEO Kevin Keller: Fiduciary, SRO and His PrioritiesProviding the SEC with the resources it needs is the best solution" to the advisor exam problem, says Kevin Keller, but finding a way to ensure advisors face more exam scrutinythrough an SRO or user fees paid to the SECwill be a long-term issue.
August 21, 2012
Ron Rhoades’ Exit From NAPFA Shocks Fee-Based Advisor WorldIn a self-punishing mea culpa, Rhoades said he was stepping down from the NAPFA chairmanship after discovering that he had committed a violation as chief compliance officer of his firm.
August 17, 2012
At Back-to-School Time, Tips for Saving and Paying for CollegeYour clients already feeling the pain of paying tuition? Reminders on how to save for college and how to offset your payments with tax credits and deductions.
August 14, 2012
6 U.S. Cities on the Edge of a Fiscal CliffWith recent warnings and downgrades from Moodys, these municipalities may follow the likes of Stockton and Central Falls into bankruptcy.
August 13, 2012
Paying for college: Financial aid in America, in 2 graphicsPaying for college has required much more financial aid in the last few years, and the sources of that aid have been changing as well.