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.
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement Planning
By Melanie WaddellAmong them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
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.
November 07, 2022
Life Insurance as an Investment: Is It Right for Your Clients?Whether life insurance is a logical investment option for your client will vary on an individual basis.
November 03, 2022
14 Best 529 College Savings Plans: Morningstar, 2022Just two plans earned Morningstar's highest rating, one of which has held its position for the past decade.
November 02, 2022
How the 8 Ivy League Endowments Performed in Fiscal 2022Only one posted a positive return, but all eight beat the median of -10.2%.
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.