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.
Treasury’s Geithner Gives Congress More Time on Debt Limit
By Martin CrustsingerIn a letter to congressional leaders, Geithner said Monday that he can delay a default on the debt until Aug. 2, by using a series of bookkeeping maneuvers to keep the government running.
May 01, 2011
The Fruits of PassionThe success of every advisory firm depends on each employee being just as passionate about their job, their firm, and their co-workers as the owner/advisor is.
May 01, 2011
How to help clients cope with the national debtDon't confuse the debt with the deficit. The deficit is the measure of what comes in versus what goes out on an annual basis.
May 01, 2011
When was the last time you had a thorough financial review?We have a review every three years to make sure we're still where we want to be. And whenever we have some sort of major change, we will go and meet with him.
April 30, 2011
How to help clients cope with the national debtDon't confuse the debt with the deficit. The deficit is the measure of what comes in versus what goes out on an annual basis.
April 30, 2011
How concerned are you about the federal budget deficit?I am concerned, of course. It is a terrible situation that the country's gotten itself into.
April 30, 2011
When was the last time you had a thorough financial review?We have a review every three years to make sure we're still where we want to be. And whenever we have some sort of major change, we will go and meet with him.
April 28, 2011
Debt doom and gloom: Help clients be preparedI want to talk about our national debt. Why? Understanding and explaining the implications is vital.