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.
Over 50 - overly optimistic?
By staff Writer60% -- 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 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...
July 01, 2009
Inflation or Deflation? Looking for Signs of Future PricesMembers of the Retirement Income Industry Association and friends keep asking me a difficult question: Are retirement portfolios more at risk from inflation or from...
July 01, 2009
The Psychology of Advice: Crash ConsciousnessCan you see JP Morgan Chase employees holding CEO Jamie Dimon hostage to protest layoffs? Or hear suburban parents saying to their kids, "Too bad...
June 30, 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.
June 25, 2009
W. Virginia College Plan Attains MilestoneWest Virginia announced the enrollment of its 100,000th participant in the 529 College Savings plan it began in 2002.
June 16, 2009
Poll: Gloom May Be EasingAmericans' pessimism about their financial security seems to be decreasing.