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.
Meet the Paraplanners
By Jane Wollman RusoffAs if earning two bachelor's degrees in three years wasn't tough enough, industrious Adrienne Sadowski craved real-world work experience at the same time. So from...
January 11, 2007
Schwab Crosses $500 Billion; Will Finance Breakaway BrokersCharles Schwab & Co. announced that its affiliated advisors now custody more than $500 billion at Schwab Institutional, up 23% from last year; SI President Debby McWhinney has previously stated a goal for the division of having $10 billion in custody by 2010.
January 04, 2007
Insurer Supports Development Loan FundMetLife Inc. has provided a $5 million social investment loan to Community Reinvestment Fund USA.CRF, Minneapolis, will use the money to support loan programs aimed ...
January 04, 2007
Insurer Supports Development Loan FundMetLife Inc. has provided a $5 million social investment loan to Community Reinvestment Fund USA.CRF, Minneapolis, will use the money to support loan programs aimed ...
January 04, 2007
Deadline Nears for CFP Board ProgramThe Certified Financial Planner Board of Standards announced details of its 2007 Financial Planning Grants program, which provides funding for "innovative and sustainable projects that reach people and encourage them to benefit from financial planning." Applications must be received by the CFP Board by March 1, 2007.
January 01, 2007
The Mark That Makes ItI received the December issue of Investment Advisor and was reading it during lunch. I read Bob Clark's column ("Hope It Wasn't Something I Said")...
January 01, 2007
'Late Stage' College PlanningAdvisors don't need to be reminded how much of an expenditure paying for college has become for their clients. We've all seen examples of how...
December 17, 2006
Study Finds Producers Are Not Pushing 529s HardAlthough most parents and grandparents help pay for their kids' and grandkids' college education, most producers say 529 college savings plans account for less than ...