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.
Pershing to Offer 529 College Savings Plans
By Joyce HansonThe new 529 college savings plan is designed to help advisors overcome the hurdle of managing college savings outside their clients' portfolios.
May 29, 2012
3 Major Changes to 529 PlansStates have been lowering fees and adding FDIC-insured CDs, among other notable adjustments of which advisors should be aware.
May 25, 2012
Help College Graduates Start on the Right Financial FootMany of your clients' kids and grandkids will finish up their degrees and venture out into the world this month. Here's how you can help them.
May 24, 2012
It’s Graduation Season. Are You Missing a Key Differentiator?The wise advisor will take advantage of this teachable season by reaching out to clients with tips on last-minute college funding.
May 24, 2012
Employees Report Low Financial Stress—Maybe Too LowEmployees who are the least stressed are the farthest behind in financial planning, a Financial Finesse report found.
May 22, 2012
Teachers Charge Students ‘Rent’ for DesksIts not a revenue play for the public education system.
May 22, 2012
Mario Draghi: The 2012 IA 25 Extended ProfileWhat seems clear, even in the midst of what appears to be a crisis without end in the eurozone, is that Draghis leadership at the ECB has averted a much more serious disaster on the Continent.
May 16, 2012
Pru Hosts Peak Leadership ConferenceThe inaugural conference hopes to take underrepresented college students and introduce them to the financial services industry.