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.
NAPFA Names Ron Rhoades Chairman
By Joyce HansonOn opening day of the 2012 NAPFA annual conference in Chicago, outgoing chairwoman Susan John named Ron Rhoades to succeed her as head of the fee-only planners group.
May 07, 2012
PPACA: Senate Turns to Partisan Fight Over Student LoansWhat do student loans and and PPACA have to do with each other? The ability to get people angry.
May 04, 2012
On Economy, ‘Japanese Experience Is Our Template’They, too, thought they could solve their debt crisis by taking on more debt, said Lacy Hunt of Hoisington Investment Management. It didnt work.
May 04, 2012
Economist Brock: ‘Liberal Capitalism vs. Statist Capitalism,’ That Is the QuestionIn a stark speech heavy on humor and academic theorems, H. Woody Brock set out to tell the Strategic Investment Conference attendees how to get out of the economic mess were in.
May 02, 2012
Advisors: Are You Listening to Your Senior Clients?In a recent survey, we reached out to senior consumers to get an idea of how they feel their financial advisors are listening to them and their financial concerns.
May 02, 2012
Mega-Millions? Meh.I really dont like gambling. The thought of winning, for me, is more than offset by the knowledge that Ill probably just lose my money with nothing to show for it. This is why I decline invites even to nickel-dime-quarter poker games, why I consider scratch-off lotteries to be a...
May 01, 2012
An F in EconomicsIn late March I wrote a small article entitled College Seniors Dont Know the ABCs of IRAs, which focused on Jeff Rose, CEO of Alliance Wealth Management and his experience speaking to a crowd of soon-to-be college graduates.
April 30, 2012
An F in EconomicsIn late March I wrote a small article entitled College Seniors Dont Know the ABCs of IRAs, which focused on Jeff Rose, CEO of Alliance Wealth Management and his experience speaking to a crowd of soon-to-be college graduates.