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.
TIAA Names Former Treasury Official as Chief Compliance Officer
By Melanie WaddellDavid Nason, also a former GE Capital exec, fllls the newly created chief risk and compliance officer position.
September 18, 2019
Americans' Debt Declining, but Still Concerning: Northwestern MutualMany believe they'll be in debt forever, the firm's new report says.
September 11, 2019
Millennials Get Creative to Afford Their First HomeHere's how buyers across generations saved for their first down payment, according to Bankrate.
September 05, 2019
The 529 Plan v. Retirement Account SmackdownIs it a good idea to use a retirement plan to pay for kids' education? Sometimes. Is it ethical? Of course it is!
September 05, 2019
DOE Fix for Student Loan Forgiveness Program Is Massive FailureA GAO report found that the Temporary Expanded Public Service Loan Forgiveness program rejected 99% of applications.
August 29, 2019
LPL Adds $700M Team From MML: Recruiting RoundupMeanwhile, Raymond James' employee channel nabs a Wells Fargo complex manager to lead its Denver operations.
August 28, 2019
Eight College Teams to Face Off at Financial Planning MeetThe top three teams will receive scholarships for studies at their respective schools.
August 28, 2019
Pro Athletes Going Broke? Not on Frank Zecca's WatchManaging more than $500 million in assets for about 250 clients, OFS Wealth helps players manage their riches.