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.
New GOP Tax Plan Adds Savings Accounts, Expands 529s
By Melanie WaddellThe Tax Foundation applauded the framework's inclusion of Universal Savings Accounts, but Greg Valliere sees a tough sell in the Senate.
July 13, 2018
Wells Fargo Misses Earnings Estimates, Reports $114M Wealth-Unit RefundNet income retreats 11% to $5.2 billion; bank's average loans in quarter lowest in more than two years.
July 10, 2018
CLOs Have Hit a Peak When Mom and Pop Show UpLife insurers have bought some. Questions about complexity linger.
July 09, 2018
Kentucky to Allow 529 Plan Savers to Use Funds for K-12 TuitionThe new U.S. tax law expanded the use of 529 plan funds.
July 06, 2018
They're Off! Competition for Student Financial Planners Is UnderwayACP says submissions are due Sept. 16, and winner will be announced Oct. 8
July 06, 2018
5 Ways to Build Wealth While Paying Off Student LoansIt may seem impossible, but with solid planning, graduates can pay off their student loans and save for the future.
June 27, 2018
How Debt Can Affect a RelationshipCouples are unsure whose responsibility it is to pay off that debt, Fidelity reports.
June 27, 2018
7 Financial Tips for College GradsAdvisors can relay these tips from a CFP Board Ambassador and Summit Place Financial Advisors.