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.
Financial Confidence Dips In October
By staff WriterThe Country Financial Security Index fell to 66.4 in October, down from 68.8 in October 2008.
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.
October 08, 2009
Frontiers Awards Winners AnnouncedThe Financial Planning Association and Janus Capital Group Inc. have announced the winners of the 2009 Financial Frontiers Awards.
October 08, 2009
So Long, TomIt was with a certain amount of sadness that I heard that Tom DeLay had bid adieu to “Dancing with the Stars,” the wildly popular ...
October 02, 2009
W. Va. Adjusts 529The Hartford SMART529 college savings plan offered by West Virginia has added a new investment option.
October 01, 2009
Asset AllocationBehind the Numbers, with David Kelly In his latest market bulletin, issued on September 8, JPMorgan Funds' chief market strategist takes a look at the investment...
October 01, 2009
Catching Up With: Bill BaldwinThe fiduciary issue is a hot topic among many advisors these days, but at the National Association of Personal Financial Advisors, embracing a fiduciary standard...