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.
Senate Finance Chair Floats Tax Extenders Bill
By Melanie WaddellThe bill retroactively extends expired provisions, including those affecting mortgage insurance and tuition expenses.
February 26, 2019
How to Find Innovation & TD Ameritrade Works to Close Talent GapVideo blogger Jay Shetty and author Ben Casnocha share ways to boost results and relationships, and a top custodial firm affirms its diversity push.
February 25, 2019
House Panel Plans 5 Hearings on Higher Education ActLawmakers plan to address topics like costs and accountability in their efforts to reauthorize the student aid law.
February 22, 2019
Elon Musk Turns to Morgan Stanley for 5 Monster MortgagesThe billionaire recently took out $61 million in mortgages on five properties. The Morgan Stanley loans represent about $50 million in new borrowing.
February 07, 2019
Inside TD Ameritrade's Fight to Close the Advisor Talent GapTD Ameritrade's Kate Healy told ThinkAdvisor about the firm's efforts to build a younger, more diverse talent pool.
February 06, 2019
Unum Lets Employees Trade Vacation Time for Student Loan ReliefThe workers who carry student loan debt owe payments of about $350 per month.
February 04, 2019
Student Loan Debt Burdens Boomers as Well as MillennialsBaby boomers 60 or older were the fastest-growing category of student-loan debtors, Guardian Life reports.
February 01, 2019
12 Most Affordable Metro Areas for Gen Z HomebuyersHere's how much an 18-year-old must save per month to afford a home by 30, according to realtor.com.