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 Hard Questions That Reveal Why Investors Need Advisors
By Bryce SandersYour clients and prospects have hard questions on their minds. Demonstrate your value by answering them.
August 25, 2022
How Biden's Student Debt Plan Affects Advisors' ClientsOne advisor calls the forgiveness a "really big deal"; another says it's unfair to some clients.
August 25, 2022
12 Worst States for Student Loan DebtAlthough the student debt crisis affects students across the country, not all states are equal.
August 24, 2022
Biden's Student Loan Plan Neglects Older BorrowersMany of the 2.5 million borrowers 62 and over are on fixed incomes with little hope of escaping debt.
August 24, 2022
Biden Unveils Plan to Free Students From 'Unsustainable Debt'The president also announced a final four-month extension of the moratorium on student loan repayments.
August 23, 2022
Student Loan Relief Seen Costing Billions and Favoring Top EarnersForgiving student loan debt could cost between $300 billion and $980 billion over 10 years, according to Penn Wharton's budget group.
August 10, 2022
Use Roth IRAs to Save for CollegeRoth IRAs are more flexible than 529 plans, but there's one big catch.
July 21, 2022
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech RoundupAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.