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.
Person of the Week
By staff WriterAdam M. Sachs, CLU, ChFC, CFP, CLTC, has been named President of the Massachusetts Chapter of NAIFA. Sachs is a Senior Financial Advisor with Centinel Financial Group, LLC.
July 10, 2009
Panel Tallies AIG AidThe federal government has provided more financial support for Citigroup Inc. than it has for American International Group Inc.
July 07, 2009
Cerulli: Advisors Do WellFinancial advisors who participated in a recent survey said they expect to earn an average of about $215,000 this year.
July 07, 2009
Over 50 - overly optimistic?60% -- Percentage of adults over 50 who have at least one form of debt; 29 percent have a credit card balance that is not paid in full every month, the same percentage that have a vehicle loan. 45% -- Percentage of adults over 5
July 07, 2009
Cerulli: Advisors Do WellFinancial advisors who participated in a recent survey said they expect to earn an average of about $215,000 this year.
July 06, 2009
Advisors shifting to comprehensive planning, feesFinancial advisors are making more money, seeking more education, and providing more holistic advice to clients as compared to a year ago, according to the...
July 01, 2009
Sit up straight and pay attentionSeveral years ago, I read a fascinating article about a body language experiment that was conduced by a group of marketing students attending a major university.
July 01, 2009
LETTERS TO THE EDITOR: Googling Advisors, Obama's Learning CurveWhat Prospects Don't Find When .... I enjoyed reading the May edition of Research Magazine. I particularly enjoyed Jane Wollman Rusoff's piece ("What Do...