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.
Back in the Saddle
By James J. GreenThis month, Peggy Cabaniss turns over the reins as the chairman of the National Association of Personal Financial Advisors (NAPFA) to Dick Bellmer. But before,...
July 27, 2006
Insurance School Schedules CeremonyThe American College plans to start a 3-day symposium and commencement event Nov. 8 in San Francisco.The commencement ceremony, set for Nov. 10, will honor ...
July 01, 2006
NUMEROLOGYThe College Savings Foundation released a report conducted by Financial Research Corporation which found that assets in 529 college savings plans rose to an estimated...
July 01, 2006
Tackling the ChallengesWhat are the biggest challenges facing the profession in the years ahead? According to the 12 members of the IA Leaders' Council, they are finding...
June 25, 2006
Group Legal Plans Help Employees Cope With New Bankruptcy RulesIn an age of complicated mortgages and complicated health plans, more and more employees run the risk of facing serious financial problems. Benefits advisors who ...
April 30, 2006
The Case For Private Split-Dollar LoansIt has been more than two years since the Internal Revenue Service published final split-dollar regulations in September 2003. While there has been limited activity ...
April 30, 2006
The Case For Private Split-Dollar LoansIt has been more than two years since the Internal Revenue Service published final split-dollar regulations in September 2003. While there has been limited activity ...
February 23, 2006
New School Division To Promote EthicsThe American College is launching a Center for Ethics in Financial Services.The center will try to raise the level of ethical behavior in the financial ...