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.
Craig Lemoine
By staff WriterCraig Lemoine has been named assistant professor of financial planning at The American College. He will take over the Financial Planning: Process and Environment and Security Analysis and Portfolio Management classes.
August 01, 2008
Eternal StudentsIn case you haven't noticed, back-to-school season is already upon us. Students entering their senior year of high school will be making last-minute visits to...
August 01, 2008
Meaning in MoneyShe's not a numbers person, unlike many financial advisors. What's fascinating instead to 24-year wirehouse veteran Susan McCarthy is the emotional relationship clients have with...
July 14, 2008
Treasury Injects Liquidity Into Fannie, FreddieActing to avert bankruptcy for the nation's two biggest home loan lenders, Congress approved an emergency "rescue package" over the weekend of July 12-13 that gives the Treasury Department the ability to inject billions in investments and loans to Fannie Mae and Freddie Mac.
July 07, 2008
Hancock Updates 529 Marketing ToolsA financial services company has reformatted publications that can help financial services professionals explain college savings plan options.John Hancock Freedom 529, Boston, a unit of ...
July 07, 2008
Hancock Updates 529 Marketing ToolsA financial services company has reformatted publications that can help financial services professionals explain college savings plan options.John Hancock Freedom 529, Boston, a unit of ...
July 02, 2008
Spanish Course Aims At U.S. MarketThe American College is offering FA 200, Techniques for Prospecting: Prospect or Perish, to U.S. students through a Spanish-language Web seminar.The class is the first ...
July 01, 2008
The American College to Offer First Course In SpanishThe American College, Bryn Mawr, Penn., has announced that it will offer FA 200, Techniques for Prospecting: Prospect or Perish, a course from the institution's prestigious Life Underwriter Training Council Fellow, (LUTCF) and Financial