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.
How Will Your Clients Fund Their Children's Education?
By Larry L. CoxIn today's technology-driven world, to earn a job at the upper end of the growing service sector will require young people to obtain an education beyond high school. While higher education is a great investment for parents, it's becoming
June 17, 2008
Wow -- Capitalism works"I've got to be better in what I offer. I've got to be that much better in the service I provide my customers, or they'll...
June 03, 2008
Easy as 1-2-3Ronald Duska and David Cordell, of The American College, outline steps advisors can take to develop an ethical practice in "Readings in Financial Planning." There...
June 01, 2008
Read the Fine PrintJust as it's wise to read prospectuses before investing, be sure to read loan contracts in detail before you transfer, because some firms structure transition...
June 01, 2008
Giving Minority Students A Leg Up in the BusinessMany people have bemoaned the lack of racial and ethnic diversity within and around the profession, noting the obvious fact that the makeup of the...
June 01, 2008
How Will a Networker Work?The idea is to "create wealth, not just make money," says the ambitious Watkins, 28, who wants to "lead the new generation" to a secure...
May 31, 2008
What is the next big purchase you're planning on making?We might plan a big trip. My wife's always been after me to go to Alaska; last year we rented a condo on the Gulf shore for the month of January. We might also think about buying a car. And if we had to downsize to a new home so...