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.
'Kiddie Tax' Redux: Running the Math on the Retroactive Break for 2019
By Robert Bloink | William H. ByrnesThe "kiddie tax" change ironically ended up being one of the more complex provisions of the tax reform package.
February 04, 2020
How to Avoid the Secure Act's Long-Term Tax TrapsOne potential trap: Later RMDs may lead to a bigger lifetime tax bill.
February 03, 2020
10 TED Talks Advisors Recommend: 2020We asked some financial service leaders for their favorite TED Talks last year. Here's a selection for your viewing or listening pleasure.
January 31, 2020
3 Steps to a Goals-Based Financial PlanI learned a hard lesson when a client fired me: We're not here to sell products.
January 24, 2020
3 Tips for Enticing Next-Gen AdvisorsMost college students have little idea of what a financial advisor actually does all day.
January 23, 2020
FICO Scores Poised to ChangeThe creator of the FICO score is changing its methodology starting this summer.
January 17, 2020
Defrauded Student Loan Borrowers Get Some Relief From the IRSAlso, the House approved a resolution that prevents the DOE from enacting a rule limiting one of its loan forgiveness programs.
January 09, 2020
LPL Recruits Black Advisor Team From Northwestern MutualMeanwhile, RIA Mercer Global Advisors is buying CCP Inc., a Chicago-based group with $140 million in client assets.