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.
College Savings Watch: Stimulus Bill Permits Use of 529 Funds for Computers
By Kara P. StapletonExpands permitted use of college savings vehicle for student computer purchase
February 02, 2009
American College Raises ChFC BarA financial services school is imposing tougher requirements on applicants seeking a popular designation.
February 01, 2009
Too Small To Compete, Too Big To FailAs I write this, we have a new president who is promising initiatives to cure the current economic crisis.
January 16, 2009
Housing Data Show Reverse Mortgage IncreaseThe number of federally insured reverse mortgages closed in 2008 grew to 115,176 loans, up 6.4% over the 2007 total.
January 07, 2009
Treasury and IRS increase flexibility for 529 plansA result of the financial crisis, the U.S. Treasury and the IRS are now giving investors more flexibility in managing their 529 plan accounts. A...
January 01, 2009
Big Bucks AwaitForbes columnist and investment guru Ken Fisher points out that people can become rich both in strong and weak economies -- which is good to...
January 01, 2009
Group Think? Three of the largest organizations of financial planners--the CFP Board, the FPA, and NAPFA--announced that they are holding a series of exploratory meetings to...
January 01, 2009
Don't Panic!Author Ori Brafman's book can help advisors help their clients avoid the perils of group dynamics. Seems cuckoo; but it makes perfect sense, actually, that the...