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.
U.S. Residents Cut Credit Card Debt
By Staff WriterNU Online News Service, Dec. 4, 2003, 12:11 p.m. EST -- The average U.S. resident now carries $2,294 in credit card debt, down from ...
November 17, 2003
Most U.S. Workers Live Paycheck to Paycheck: MetLifeNU Online News Service, Nov. 17, 2003, 4:20 p.m. EST -- Fifty-two percent of workers participating in a recent MetLife survey say they live ...
November 11, 2003
PlanVista Earns 3Q Profit, Still Looks For FinancingNU Online News Service, Nov. 11, 2003, 12:49 p.m. EST -- PlanVista Corp., Tampa, Fla., generated a profit during the third quarter, but Phillip ...
November 06, 2003
Time To Act On Split-Dollar 'Safe Harbor' ProvisionsTime To Act On Split-Dollar Safe Harbor ProvisionsByThe good news is that the Internal Revenue Service has issued rules finalizing the previously proposed split-dollar regulations ...
October 30, 2003
UICI To Sell Student Loan Unit To Sallie MaeNU Online News Service, Oct. 30, 2003, 12:43 p.m. EST -- UICI, North Richland Hills, Texas, says it has agreed to sell Academic Management ...
October 23, 2003
From Past PresidentsMillard J. Grauer, CLU, ChFCHighland Park, Ill.President 1994-1995The Society of Financial Service Professionals has been the kingpin of professionalism and ethics in the life insurance ...
October 23, 2003
When 401(k) Loans Make SenseBySome producers advise their boomer clients not to borrow against their 401(k) plans because those assets are, after all, earmarked for retirement--a life stage ...
October 21, 2003
PFPC Offers 529 Plan Data ServiceNU Online News Service, Oct. 21, 2003, 1:23 p.m. EDT -- PFPC Inc., Wilmington, Del., has started a 529 college savings plan account data ...