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.
Banks Set for Biggest Job Cuts Since '15 as Morgan Stanley Drops Axe
By Nicholas ComfortMore than 50 lenders have announced plans to trim some 77,780 jobs, the most since 91,448 four years ago.
December 26, 2019
IRS Cuts ACA Individual Mandate Penalty Out of Tax FormsThe agency notes that, legally, the coverage requirements do still apply.
December 26, 2019
10 Things Advisors Can Do When SnowboundYou may be snowed in, but that doesn't mean you can't be productive.
December 26, 2019
How Advisors Could Save Their Clients Thousands on a Home LoanConsultant James Deitch tells ThinkAdvisor how, thanks to automation, advisors can cut loan officers out of the picture.
December 23, 2019
What the 'Father of 401(k)s' Thinks of the Secure ActTed Benna, Morningstar's Christine Benz and others talk to ThinkAdvisor about the new law and other hot retirement topics.
December 23, 2019
Student Loan Debt Could Be Reshaping U.S. Life Market: Haven Life SurveyMany people with student loan debt say the debt has forced them to put off starting families.
December 23, 2019
Philanthropy 2020: Looking Backward to Go ForwardAlthough charitable giving remains strong, tax efficiencies might be key.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.