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 Daily Money Managers Are Helping Big-Spending Boomers
By Staff WriterSpendthrift clients often don't know where their assets are, the amounts they are actually spending, or what they're spending money on, say financial advisors.Sometimes the ...
September 24, 2006
The Pension Protection Act Boosts 529 College Savings PlansThe Pension Protection Act wasn't just about defending pensions from financial failure. Among other provisions, it also permanently extends the tax advantages of Section 529 ...
September 01, 2006
On the Workbench at Sungard: Offering a Helping HandSalt Lake City-based SunGard puts a big emphasis on providing help for users of its platform. However, the financial services software firm's edge, it believes,...
September 01, 2006
Dealing With DebtAre you asking your clients about their liabilities? Looking only at one side of your clients' balance sheet may put their long-term goals at risk....
August 29, 2006
Hancock Unveils 529 Promotional KitA large insurer is offering a new package of marketing materials for financial consultants who want to help clients save for education.John Hancock College Savings, ...
August 22, 2006
College Presents Reviews For CFP TestThe College for Financial Planning has added Tampa, Fla. and St. Louis to its schedule of review sessions for those seeking certification as financial planners.This ...
August 22, 2006
College Presents Reviews For CFP TestThe College for Financial Planning has added Tampa, Fla. and St. Louis to its schedule of review sessions for those seeking certification as financial planners.This ...
August 18, 2006
Personnel Changes: AIG, Assurant, OthersAmerican International Group Inc. has hired Nicholas Ashooh be senior vice president of communications.Ashooh succeeds John Wooster Jr., who has been handling the job on ...