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.
The American College to waive new student fees
By Mercedes JacksonWith Americans feeling the pressure from hiring freezes, especially in the financial service sector, The American College announced that it will waive student fees. It is relief to those besieged by the credit crisis. Certain degrees and
October 05, 2008
A Gameplan For Successful Transfers Between GenerationsAs a financial services professional, you already know that the high net worth market is exploding. According to the 2006 Merrill/Cap Gemini World Wealth Report, ...
October 05, 2008
A Gameplan For Successful Transfers Between GenerationsAs a financial services professional, you already know that the high net worth market is exploding. According to the 2006 Merrill/Cap Gemini World Wealth Report, ...
October 01, 2008
Letter To the Editor: One Size Does Not Fit AllThe ongoing argument that every long term care policy sold should include an automatic inflation-protection rider is tiring.
October 01, 2008
Letter To the Editor: One Size Does Not Fit AllThe ongoing argument that every long term care policy sold should include an automatic inflation-protection rider is tiring.
October 01, 2008
JPMorgan Expert: Watch 401(k) Loans!Anne Lester, managing director and senior portfolio manager for the global multi-asset group of JPMorgan Asset Management, recently co-wrote a report on market volatility and...
October 01, 2008
Get Published!Speaking of credibility, let me just get mine out of the way. Since January 1984, I have had an article published in a major trade...
September 29, 2008
Bailout Plan Goes to House as More Banks TotterAdministration and Congressional officials announced Sunday, September 28, that they had compromised on the $700 billion financial services bailout plan and would send the revised, 110-page bill to the House of Representatives on Monday, September 29, where many expect there to be significant debate before the bill is sent to...