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.
Prepare for Inflation
By Alexei BayerDebt can be a tricky thing. As everyone who ever held a margin account knows, when prices of shares in your portfolio go up, the ability...
September 23, 2009
Actuarial Groups Get 1,000 CommentsMembers of the Society of Actuaries have shown keen interest in a proposal to let students substitute strong grades in accredited actuarial courses for taking some SOA credentialing exams.
September 18, 2009
Families Struggle To Pay For CollegeParents of high school students are projected to meet only 11% of future college costs.
September 18, 2009
Families Struggle To Pay For CollegeParents of high school students are projected to meet only 11% of future college costs.
September 16, 2009
Oregon Eyes DesignationsRegulators in a Northwestern state have filed proposed rules that would control financial professionals' use of credentials in sales and marketing efforts.
September 14, 2009
Majoring in Risk ReductionWealth managers who've readied clients financially for sending a child to college face an even harder task: Helping them prepare for the increased risks their kids will be shouldering away at school.
September 11, 2009
More seniors living on creditFreedom from indebtedness has become harder and harder for seniors to achieve in recent years thanks to increases in heath care and other costs.
September 11, 2009
More seniors living on creditFreedom from indebtedness has become harder and harder for seniors to achieve in recent years thanks to increases in heath care and other costs.