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.
XY Planning Network Announces Fintech Finalists
By Marlene SatterMichael Kitces, cofounder of XYPN and Bill Winterberg of FPPad will be part of panel reviewing the six finalists' offerings at the September conference.
August 16, 2019
More Colleges Are Cutting Tuition, but Benefits Are LimitedAccording to Savingforcollege.com, most of the tuition cutters are nonselective schools that accept 40% of more of applicants.
August 15, 2019
Web Broker Makes Stressed-Out Patients Its CauseGetInsured is making friends by contributing to a charity that cancels patients' medical debt.
August 14, 2019
Household Debt Sets New Record: New York FedThe share of student loan debt that is "severely derogatory" has "grown stunningly," New York Fed analysts say.
August 09, 2019
Fidelity Expands Student Debt Benefit ProgramThe new options are part of a growing trend tying workplace benefits to repayment of student loan debt.
July 30, 2019
How Student Loan Debt Delays Milestones, Hurts RelationshipsTIAA surveyed adults age 25 to 75 who were still paying off their student loans.
July 29, 2019
Supersize a Roth 401(k) With Backdoor ContributionsSome clients may be able to stretch the limits of a Roth's tax-free withdrawals by contributing to a backdoor Roth 401(k).
July 29, 2019
We're Building the Future Agency Leaders NowA Guardian executive talks about the people who will step up someday, when you step down.