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.
Baker takes the reins at MDRT
By Staff WriterThe Million Dollar Round Table, an international association of financial professionals, has selected Guy E. Baker, managing director of BTA Advisory Group in Irvine, Calif., as president for the 2009-2010 year. He succeeds outgoing president Walton
September 01, 2009
Congressional recognitionEven when boomer parents recognize the importance of saving for their children's college education, it's not easy to get them to act. Some need an...
September 01, 2009
Why was 2008 a "terrible" year for 529s?Why was 2008 a "terrible" year for 529s? Read "529 plans: The best and worst in Morningstar's annual study" by managing editor Jenny Ivy online...
August 27, 2009
Drowning in debtWhat's a trillion dollars here or there? We know you've heard it elsewhere, but this is the "trend of the week" after all, and we...
August 26, 2009
SOA Hopes To Pare ExamsThe Society of Actuaries is working with other actuarial groups to develop a proposal that could reduce the number of multiple choice tests that some would-be actuaries must take.
August 19, 2009
Increased education requirement for ChFC designationThe American College, which provides the chartered financial consultant designation, is increasing the educational requirements needed to earn the designation. On Oct. 1, 2009, the...
August 13, 2009
School Raises ChFC BarThe American College will require financial professionals to take a ninth course to qualify for the Chartered Financial Consultant designation.
August 13, 2009
School Raises ChFC BarThe American College will require financial professionals to take a ninth course to qualify for the Chartered Financial Consultant designation.