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.
IRS: Stop Using 529 Plans To Evade Gift Tax
By Staff WriterThe Internal Revenue Service wants to limit taxpayers' ability to make creative use of college savings program tax breaks.The IRS is getting ready to write ...
December 17, 2007
Take your practice to the next level through mentoringDo you ever wish you were more successful in the financial services industry? Do you ever find yourself wondering why others have $10 to $20 million in production while you only have $5 million or less? I can honestly relate to your situation. I
December 16, 2007
529 Plans Help Boost College Savings: StudyBoomers are saving modest amounts toward their children's higher education and are counting largely on loans to make up the difference between savings and actual ...
December 04, 2007
Financial School Offers Designation Use GuidelinesThe American College has responded to state and federal officials' criticism of some credentials for financial professionals by publishing a "Designation Toolkit.""We've seen some otherwise ...
December 03, 2007
Financial School Offers Designation Use GuidelinesThe American College has responded to state and federal officials' criticism of some credentials for financial professionals by publishing a "Designation Toolkit.""We've seen some otherwise ...
December 01, 2007
Catching up with... Adrian NazariThe last time Adrian Nazari's name appeared here, it was January 2004, when we reported that LPL Financial was rolling out Nazari's MoneyFind liability management...
December 01, 2007
The Certification AdvantageMany different designations have been designed to aid advisors in servicing elderly clients correctly. Here are three common designations recommended by advisors. Registered Financial Gerontologist (www.aifg.org) Introduced...
December 01, 2007
The Compensation IssueAfter speaking with multiple advisors and representatives from the major groups that certify advisors to work with the older population--The American College, the Society of...