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.
Fraternal Life Insurer to Help Members Update Skills
By Allison BellForesters will offer up to 375 education and training grants per year.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 20, 2022
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement PlanningAmong them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
December 08, 2022
Should Your Clients 'Superfund' Their 529 Plans?Clients with 529 college savings plans can "bunch" contributions for up to five years. But should they?
December 08, 2022
Debate: Are Student Loan Interest Proposals Fair?Two professors discuss whether ending student loan interest capitalization in certain situations is a good idea.
December 06, 2022
The 10 Most Regretted College MajorsOverall, 44% of job seekers wish they'd chosen a different major, a recruiting site found.
November 14, 2022
Jamie Hopkins: Why Debt Is 'Powerful,' Annuities Are 'Underutilized' and the 4% Rule Is Just a 'Finding'The Carson exec also told ThinkAdvisor why he'd hire only "5% of the financial advisors out there."
November 11, 2022
Younger Workers, Women Need More Flexibility to Meet Financial GoalsA survey finds that younger workers have a bleak financial outlook.