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.
My Client Thinks Investment Advice Should Be Free. What Now?
By Bryce SandersIf your clients are wondering what they're paying you for, remind them of these 14 things.
December 23, 2019
Slower U.S. Growth Expected in 2020But experts cited a ramped-up trade war or election victory by Warren or Sanders as potential black swans that could precipitate recession.
December 21, 2019
Trump Signs Secure Act Into Law With Spending BillAlong with retirement planning changes, the law allows 529 plans to be used to repay college loans.
December 20, 2019
Rules for ETFs Will Change in 2020Regulatory changes, commission-free trading and ultra-low fees could make 2020 an interesting year for ETFs.
December 20, 2019
15 Funky, Expensive Gifts for the WealthyHere's a look at the unique and high-priced gift wonders (and their price tags) that we found on Ranker.
December 19, 2019
Army Veteran Helps Families Fight Financial ChaosRetired Lt. Col. Rorik Larson tells ThinkAdvisor about his time in the Army and how he helps mass affluent families plan for college and retirement.
December 18, 2019
LPL Nabs Team With 7 Reps, CPAs From Royal AllianceMeanwhile, Wells Fargo FiNet added three advisors from Edward Jones, RBC Wealth and Royal Alliance.
December 17, 2019
5 Ways the Secure Act Would Affect Retirement, 529 PlansAdvisor Jeffrey Levine breaks down the sweeping retirement bill.