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.
26-Year-Old CFP Offers Financial Planning for Nerds
By Bernice NapachSelf-described nerd Ian Bloom tells ThinkAdvisor how he designed his planning-focused fee model with gamers in mind.
April 10, 2019
Most Parents Expect to Chip In for Kids' College, Weddings: AmeripriseParents are providing more support to adult children than they received from their own parents, a survey finds.
April 09, 2019
10 Dumbest States for Financial Literacy: 2019WalletHub ranked the 50 states and the District of Columbia based on financial habits, financial education and other metrics.
April 09, 2019
Envestnet to Offer Pre-Qualified Loans on Client PlatformTo provide a "holistic" approach to managing client portfolios, the firm's advisors soon will be able to offer pre-qualified loans.
April 09, 2019
Grandparents Are a Major Economic Force: AARPGrandparents spend $179 billion annually on their grandchildren, AARP reports.
April 08, 2019
Top 10 Advisor-Sold 529 PlansThese plans tend to have higher fees but more investment options than the plans consumers can buy on their own.
April 05, 2019
10 Smartest States for Financial Literacy: 2019WalletHub analyzed financial-education programs and consumer habits to find the states with the best financial literacy.
April 04, 2019
When It Comes to Finance, the Kids Are Not All Right: SurveyMore than a third of U.S. teens say they will still be financially dependent on parents at 30, a Junior Achievement survey finds.