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.
Life Insurance as an Investment: Is It Right for Your Clients?
By Roger WohlnerWhether life insurance is a logical investment option for your client will vary on an individual basis.
October 25, 2022
Fidelity to Top 16,600 Hires This Year, Pay for Entry-Level Staff's DegreesThe new Fully Funded Undergraduate Degree Program will cover financial services related majors for customer service reps.
October 21, 2022
The Best Colleges in 12 Categories: Princeton ReviewStudents graded 388 colleges and universities in a wide-ranging survey.
October 18, 2022
17 Richest Colleges & Universities in the U.S.Here are the schools with the biggest endowments, according to the latest report from Nacubo-TIAA.
October 14, 2022
3 Underappreciated Benefits of Early Retirement SavingsEven modest amounts of savings can help in emergency situations and deliver substantial peace of mind.
October 14, 2022
11 Colleges That Mint Future Billionaires: ForbesOne-quarter of this year's Forbes 400 richest Americans attended one of these institutions.
September 22, 2022
How to Help Parents When College and Retirement Collide: Advisors' AdviceClients who had kids in their 30s or later could hit two expensive milestones very close together.
September 15, 2022
How to Qualify for Biden's Student Loan Debt ForgivenessAdvisors can play a valuable role in making the process as smooth as possible for their clients.