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.
Older Americans Rate College Savings Lower
By Staff WriterAmericans are about evenly split over whether saving for their children's college education is more important than saving for their own retirement.About 43% say saving ...
July 01, 2007
2007 Senior SurveySenior Market Advisor polled more than 300 seniors age 60 and older on a variety of financial, retirement and lifestyle issues. Read this article to gain valuable insight to financial advisors who specialize in working with seniors.
July 01, 2007
Make the most of face timeFinancial advisors spend a lot of their day in front of people. Whether they are presenting seminars to large crowds or seeing people in their office, advisors log many hours of face time every week. Many of them excel in this area of their
July 01, 2007
A New College Planning ToolChannelMining Solutions, a Boston-based strategic consultant to the financial services industry, recently launched a Web-based college-planning tool that advisors can use to help clients map...
July 01, 2007
Guiding New GradsGood news! Employers intend to hire 19.2% more new college graduates in 2007 than they did last year, according to a recent poll by the...
July 01, 2007
Planning for the FutureWhen Kevin R. Keller was tapped as the new chief executive officer of the Certified Financial Planner Board of Standards in April, one of the...
June 30, 2007
Make the most of face timeFinancial advisors spend a lot of their day in front of people. Whether they are presenting seminars to large crowds or seeing people in their office, advisors log many hours of face time every week. Many of them excel in this area of their