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.
Fed Leaves Rates Unchanged
By Kate McBrideThe Fed says that conditions "warrant exceptionally low levels of the federal funds rate for an extended period."
November 02, 2009
An Important, Often Overlooked, Risk to ClientsI've often heard it said that it is very difficult to be a generalist as a financial planner. One reason may be that there is...
November 01, 2009
Bread and CircusesAs the close of this difficult decade draws near, some are tempted to assume the cycle of economic decline we have experienced will once...
October 21, 2009
Financial Confidence Dips In OctoberThe Country Financial Security Index fell to 66.4 in October, down from 68.8 in October 2008.
October 21, 2009
Financial Confidence Dips In OctoberThe Country Financial Security Index fell to 66.4 in October, down from 68.8 in October 2008.
October 14, 2009
Conseco Moves To Raise CapitalConseco Inc. (NYSE:CNO) says it plans to raise $77.9 million by selling common stock and warrants to investment funds managed by Paulson & Company Inc., and to raise $293 million with a private offering of convertible senior debentures.
October 13, 2009
Financial Planning Movement Celebrates its 40th AnniversaryIn 1969, a very small group of individuals who wanted to change the emphasis of financial services to a "consulting" relationship rather than "salesmanship" gathered to see how they could alter the way they worked with their clients.
October 09, 2009
Liquid ArtFor all that market volatility and attendant risk, the collateralization of art has for some time had its place within wealth management.