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.
How 2 CFPs Teamed Up to Serve Younger Clients
By Ginger SzalaLazetta Rainey Braxton and Rianka Dorsainvil talk to ThinkAdvisor about forming an online advisory firm for Gen Xers and millennials.
February 07, 2020
'Kiddie Tax' Redux: Running the Math on the Retroactive Break for 2019The "kiddie tax" change ironically ended up being one of the more complex provisions of the tax reform package.
February 07, 2020
Here's What's Disrupting Americans' Financial Plans MostThe good news: People are better prepared for disruptions now than they were five years ago, TD Ameritrade finds.
February 04, 2020
MassMutual Expands Student Loan Refinance ProgramThe program is now available to 2.6 million employees who have access to the firm's retirement plans.
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.