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.
Bipartisan Bill Would Scrap Congress' New College Endowment Tax
By Janet LorinThe excise tax, included in the tax cut bill, is a 1.4% charge on the annual investment income of schools with very large endowments.
February 13, 2018
Household Debt Rises for Fifth Year in a Row: NY FedCredit card debt had the biggest percentage increase in the fourth quarter, and student loan debt showed the biggest jump in serious delinquencies.
February 06, 2018
Top 20 Colleges Worth the Cost: Princeton ReviewDon't let the steep sticker prices of many of these schools scare you; they offer generous financial aid and good career prospects.
February 06, 2018
Top 20 Colleges Worth the Cost: Princeton ReviewDon't let the steep sticker prices of many of these schools scare you; they offer generous financial aid and good career prospects.
January 29, 2018
Unchartered Investing TerritoryExperts debate the ins and outs of Bitcoin, cryptocurrencies and blockchain in this month's issue of Investment Advisor.
January 29, 2018
Will Marketplace Lending Disrupt Banking?This space is ripe for disruption: Consumer respect for banks has fallen dramatically, and post-crisis regulation has made it difficult to get a loan.
January 26, 2018
Apps Help Save for Children’s Future, a Few Cents at a TimeApps like Acorn and Mylo are popular with young millennials and can help your clients children get an early start on growing their assets.
January 23, 2018
Top 15 Best States for Retirement: 2018WalletHub mined more than a dozen data sources to rank states on affordability, health and quality of life.