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.
AllianzGI Joins Oranj's Model Marketplace: Portfolio Products
By Jeff BermanAlso, Wave Financial Group teams with Wilderness Trail Distillery for Kentucky Whiskey fund.
March 20, 2020
Trump Extends Tax Filing Deadline; GOP Bill Eases Retirement Plan WithdrawalsThe bill waives penalties on early withdrawals up to $100,000 for coronavirus-related issues.
March 19, 2020
Schwab Hits Bumps With Remote Work PlansThe firm says some "critical functions" will still need to be done on site, as it gives employees $1,000 "spot bonus."
March 19, 2020
5 Self-Deceptions That Hold Us BackSometimes, the author says, being tough on ourselves may be important.
March 18, 2020
How RIAs, Other Firms Are Stepping Up During CrisisAmong the initiatives: free advice for the newly unemployed from advisors of XY Planning Network.
March 17, 2020
CFP Board Closing Exam SitesThose registered for CFP exams over the next month will be rescheduled for the July exam.
March 10, 2020
A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?The potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.
March 09, 2020
Recession Fears Rise as Stocks and Oil Plummet"It's going to be messy because we've basically lost all our anchors," Mohamed El-Erian said.