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.
Retirement Savers Lack Confidence Over Investments: Survey
By Michael S. FischerOffering held-away account services benefits both advisors and their clients, Pontera says.
September 09, 2025
15 Best U.S. Colleges: ForbesResearchers ranked 500 institutions based on return on investment, average student debt levels and outcomes for their graduates.
August 17, 2025
23 College Towns Where Buying a Home Is Cheaper Than Campus HousingA Mortgage Research Network analysis finds that homeownership beats the price of room and board at some schools.
August 14, 2025
Best Colleges in 15 Categories: Princeton Review, 2025This year's rankings highlight schools with the best locations, financial aid, professors, dorms, food and more.
July 29, 2025
10 Best MBA Programs for Finance: Princeton ReviewFor advisors, an MBA can be a stepping stone to high-end wealth management or a leadership role.
July 23, 2025
Tax and Spending Bill Expands Savings Options for ChildrenThe legislation creates Trump accounts for minors and boosts 529 education plan benefits.
July 18, 2025
'Big Beautiful Bill': 10 Tax Planning Points to Act On NowHere's a quick guide to help advisors move past the noise around the new tax law and into action.
July 17, 2025
Debate: Are Trump Accounts for Newborns a Viable Savings Program?Under new legislation, the federal government will provide a $1,000 initial contribution in a tax-deferred vehicle.