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.
How to Rein In a Client Who Strikes It Rich
By Joseph FinoraAdvisors have to be the reality check when a client comes into a windfall, but what's the best method to be heard?
July 26, 2018
Education Department Wants to Limit Debt Relief for Defrauded StudentsThe departments proposal would require, among other things, that students prove institutions intended to defraud borrowers.
July 25, 2018
US Personal Loans Surge to a Record HighTransUnion reports that personal loans rose about 18% in Q1 and are now the fastest growing U.S. consumer-lending category.
July 24, 2018
New GOP Tax Plan Adds Savings Accounts, Expands 529sThe Tax Foundation applauded the framework's inclusion of Universal Savings Accounts, but Greg Valliere sees a tough sell in the Senate.
July 19, 2018
16 States Blast DeVos Over Third Delay of For-Profit College RulesThe delay of disclosure requirements is "an abrogation of the department's responsibility to protect students and taxpayers," the AGs write.
July 16, 2018
Parents Owe More in Student Loans Than Their KidsA new report from Savingforcollege.com shows that as students max out on their college loans, their parents are picking up the slack.
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.