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.
A Gameplan For Successful Transfers Between Generations
By Russ JonesAs 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
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...
September 23, 2008
Boomers hit hard by housing crisisExactly how many Americans age 50 and older are feeling the blunt impact of the housing crisis? In an unprecedented study, AARP reveals for the...
September 19, 2008
AIG Draws On Credit FacilityAmerican International Group Inc. has started using an $85 billion revolving credit line provided by the Federal Reserve Bank of New York.AIG, New York, seems ...
September 19, 2008
AIG Draws On Credit FacilityAmerican International Group Inc. has started using an $85 billion revolving credit line provided by the Federal Reserve Bank of New York.AIG, New York, seems ...