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.
Are You Illustrating Loans And Withdrawals?
By Robert P. StoneDo you illustrate loans and withdrawals on your participating whole life insurance illustrations? Is it necessary? Is it good for your business? Is it ...
June 14, 2005
$1 Trillion Set To SwitchDID YOU KNOW?According to a report in the New York Times based on an analysis by Deutsche Bank, in 2007 about 12% of the ...
June 14, 2005
Federal Education Aid Cuts Leave Boomers Holding BagBoomers struggling to put their kids through college are finding the challenge even tougher this year, say financial advisors.Many parents have to pay thousands ...
June 09, 2005
Pulito Rises At WebsterWebster Insurance has promoted Frank Pulito to senior vice president of financial services.[@@]Webster is a unit of Webster Financial Corp., Waterbury, Conn., a regional ...
June 07, 2005
BISYS Hires Fund Services EecutiveBISYS Inc. named James W. Nolan as executive vice president of BISYS Fund Services.[@@]Nolan has a bachelor of arts degree from St. Mary's College ...
May 18, 2005
Ta-Free 529s Could Become PermanentThe current tax-free status of withdrawals from college savings plans would be made permanent under bipartisan legislation introduced Tuesday in the House.Currently, the tax-free ...
May 18, 2005
Bill Assures Ta-Free Status Of 529 PlansWashingtonThe current tax-free status of withdrawals from college savings plans would be made permanent under bipartisan legislation introduced earlier this month in the House.Currently, ...