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.
FPA, CFP Board, Others Join for College Financial Planning Challenge
By Marlene Y. SatterThose who remember College Bowl days will find a few similarities in the competition launched under the auspices of the FPA, the Academy of Financial Services, Ameriprise Financial, and the CFP Board.
August 01, 2010
Morningstar to Rate 529 PlansMorningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within...
August 01, 2010
Elizabeth JettonElizabeth calls herself an "Episcopal Southern gal from Memphis, Tennessee," who grew up very middle class. Bored in college, she followed a spiritual bent by...
August 01, 2010
RidgeWorth Report: Bank Loans Better Hedge as Rates RiseAccording to a June white paper released recently by RidgeWorth Investments, bank loans, or floating rate loans, as they are also called, are a worthwhile investment, particularly in a rising interest rate environment.
August 01, 2010
Spend Wisely and Lower Your ExpectationsFred Amrein of Amrein Financial in Wynnewood, Pennsylvania, is one of the advocates for wise spending. "One of the things that makes us really different,"...
August 01, 2010
College Savings: Do Your HomeworkDavid Blain of D. L. Blain & Co., LLC in New Bern, North Carolina, recounts a new client couple who came to him already buried...
August 01, 2010
How the Euro-Zone Affects U.S. MarketsThe government debt crisis involving Greece, Spain, Portugal and other European countries has been pretty good for the United States. It provided a moral satisfaction,...
August 01, 2010
Europe's Debt Crisis -- And OursEurope nominally has a public debt crisis. But the Continent's real crisis is of central political and social planning, done not through overt decree but...